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Brookstone Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Brookstone Capital Management’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,003
Closed -$388K – 1018
2024
Q3 		$388K Buy
+3,003
New +$366K 0.01% 757
2024
Q2 		– Sell
-2,876
Closed -$338K – 977
2024
Q1 		$338K Buy
2,876
+308
+12% +$33.5K 0.01% 727
2023
Q4 		$257K Buy
+2,568
New +$247K 0.01% 755
2023
Q1 		– Sell
-10,921
Closed -$1.03M – 854
2022
Q4 		$1.03M Buy
+10,921
New +$975K 0.02% 425

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookstone Capital Management's IAK Position: Q4 2024 in Review

Brookstone Capital Management sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 3,003 shares — an estimated $388K sold.

Brookstone Capital Management first reported a position in IAK in Q4 2022 and held it in 4 quarters. The position peaked at $1.03M in Q4 2022. 157 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

  • Brookstone Capital Management reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 3,003 iShares US Insurance ETF shares in Q4 2024, an estimated $388K.
  • Brookstone Capital Management first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 4 quarters.
  • Brookstone Capital Management's iShares US Insurance ETF position peaked at $1.03M in Q4 2022.
  • 157 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.