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Capital Analysts LLC’s iShares US Insurance ETF IAK Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-648
Closed -$65K – 1127
2023
Q4 		$65K Buy
+648
New +$62.4K ﹤0.01% 600

Other funds holding IAK

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's IAK Position: Q1 2024 in Review

Capital Analysts LLC sold out of iShares US Insurance ETF (IAK) in Q1 2024, closing a stake of 648 shares — an estimated $65K sold.

Capital Analysts LLC first reported a position in IAK in Q4 2023 and held it in 1 quarter. The position peaked at $65K in Q4 2023. 112 funds tracked by Wall St. Rank hold IAK as of Q1 2024.

  • Capital Analysts LLC reported no remaining iShares US Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 648 iShares US Insurance ETF shares in Q1 2024, an estimated $65K.
  • Capital Analysts LLC first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 1 quarter.
  • Capital Analysts LLC's iShares US Insurance ETF position peaked at $65K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2024.

Based on Capital Analysts LLC's 13F filing for Q1 2024, filed 14 May 2024.