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Centaurus Financial’s iShares US Insurance ETF IAK Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-1,027
Closed -$142K – 977
2025
Q1 		$142K Sell
1,027
-82
-7% -$10.7K 0.01% 780
2024
Q4 		$140K Sell
1,109
-306
-22% -$39.9K 0.01% 776
2024
Q3 		$183K Sell
1,415
-305
-18% -$37.2K 0.01% 658
2024
Q2 		$194K Buy
1,720
+65
+4% +$7.42K 0.01% 614
2024
Q1 		$194K Hold
1,655
– – 0.01% 622
2023
Q4 		$166K Sell
1,655
-28
-2% -$2.7K 0.01% 635
2023
Q3 		$154K Hold
1,683
– – 0.01% 633
2023
Q2 		$148K Sell
1,683
-562
-25% -$48.5K 0.01% 636
2023
Q1 		$192K Sell
2,245
-6,597
-75% -$599K 0.02% 674
2022
Q4 		$808K Buy
+8,842
New +$789K 0.08% 266
2022
Q3 		– Sell
-1,974
Closed -$164K – 867
2022
Q2 		$164K Buy
+1,974
New +$171K 0.02% 687

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MMA
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SFI
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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