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

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Centaurus Financial's IAK Position: Q2 2025 in Review

Centaurus Financial sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 1,027 shares — an estimated $142K sold.

Centaurus Financial first reported a position in IAK in Q2 2022 and held it in 11 quarters. The position peaked at $808K in Q4 2022. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Centaurus Financial reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Centaurus Financial sold 1,027 iShares US Insurance ETF shares in Q2 2025, an estimated $142K.
Centaurus Financial first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 11 quarters.
Centaurus Financial's iShares US Insurance ETF position peaked at $808K in Q4 2022.
176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Centaurus Financial's 13F filing for Q2 2025, filed 29 Aug 2025.