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CAZ Investments’s iShares US Insurance ETF IAK Stock Holding History

CAZ Investments’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
2020
Q2 		– Sell
-3,342
Closed -$166K – 45
2020
Q1 		$166K Buy
+3,342
New +$219K 0.42% 38

Other funds holding IAK

BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAZ Investments's IAK Position: Q2 2020 in Review

CAZ Investments sold out of iShares US Insurance ETF (IAK) in Q2 2020, closing a stake of 3,342 shares — an estimated $166K sold.

CAZ Investments first reported a position in IAK in Q1 2020 and held it in 1 quarter. The position peaked at $166K in Q1 2020. 37 funds tracked by Wall St. Rank hold IAK as of Q2 2020.

  • CAZ Investments reported no remaining iShares US Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • CAZ Investments sold 3,342 iShares US Insurance ETF shares in Q2 2020, an estimated $166K.
  • CAZ Investments first reported a position in iShares US Insurance ETF in Q1 2020 and held it in 1 quarter.
  • CAZ Investments's iShares US Insurance ETF position peaked at $166K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2020.

Based on CAZ Investments's 13F filing for Q2 2020, filed 12 Aug 2020.