Capital CS Group’s iShares US Insurance ETF IAK Stock Holding History

Capital CS Group’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
2023 Q2	–	Sell	-17,614	Closed	-$1.51M	–	87
2023 Q1	$1.51M	Sell	17,614 -1,330	-7%	-$121K	1.43%	5
2022 Q4	$1.73M	Buy	18,944 +736	+4%	+$65.7K	1.91%	5
2022 Q3	$1.44M	Buy	+18,208	New	+$1.52M	1.55%	10

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital CS Group's IAK Position: Q2 2023 in Review

Capital CS Group sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 17,614 shares — an estimated $1.51M sold.

Capital CS Group first reported a position in IAK in Q3 2022 and held it in 3 quarters. The position peaked at $1.73M in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

Capital CS Group reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
Capital CS Group sold 17,614 iShares US Insurance ETF shares in Q2 2023, an estimated $1.51M.
Capital CS Group first reported a position in iShares US Insurance ETF in Q3 2022 and held it in 3 quarters.
Capital CS Group's iShares US Insurance ETF position peaked at $1.73M in Q4 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Capital CS Group's 13F filing for Q2 2023, filed 11 Jul 2023.