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Cadent Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Cadent Capital Advisors’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
2025
Q4 		– Sell
-39,104
Closed -$5.24M – 194
2025
Q3 		$5.24M Buy
39,104
+522
+1% +$68.3K 1.38% 17
2025
Q2 		$5.19M Buy
38,582
+241
+0.6% +$32K 1.67% 16
2025
Q1 		$5.28M Sell
38,341
-1,067
-3% -$139K 1.88% 14
2024
Q4 		$4.98M Buy
39,408
+493
+1% +$64.3K 1.73% 16
2024
Q3 		$5.02M Sell
38,915
-2,543
-6% -$310K 1.54% 18
2024
Q2 		$4.68M Sell
41,458
-574
-1% -$65.5K 1.87% 16
2024
Q1 		$4.93M Sell
42,032
-1,196
-3% -$130K 1.96% 18
2023
Q4 		$4.33M Buy
43,228
+101
+0.2% +$9.72K 2.13% 16
2023
Q3 		$3.95M Buy
43,127
+8,979
+26% +$816K 1.64% 20
2023
Q2 		$3M Buy
34,148
+73
+0.2% +$6.3K 1.79% 17
2023
Q1 		$2.92M Sell
34,075
-798
-2% -$72.4K 1.34% 19
2022
Q4 		$3.19M Sell
34,873
-37
-0.1% -$3.3K 1.57% 16
2022
Q3 		$2.76M Buy
34,910
+124
+0.4% +$10.3K 1.54% 21
2022
Q2 		$2.89M Buy
+34,786
New +$3.01M 1.63% 21

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Cadent Capital Advisors's IAK Position: Q4 2025 in Review

Cadent Capital Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 39,104 shares — an estimated $5.24M sold.

Cadent Capital Advisors first reported a position in IAK in Q2 2022 and held it in 14 quarters. The position peaked at $5.28M in Q1 2025. 150 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Cadent Capital Advisors reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Cadent Capital Advisors sold 39,104 iShares US Insurance ETF shares in Q4 2025, an estimated $5.24M.
  • Cadent Capital Advisors first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 14 quarters.
  • Cadent Capital Advisors's iShares US Insurance ETF position peaked at $5.28M in Q1 2025.
  • 150 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Cadent Capital Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.