Cetera Advisors’s iShares US Insurance ETF IAK Stock Holding History

Cetera Advisors’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	$230K	Sell	1,961 -38	-2%	-$4.14K	﹤0.01%	2132
2023 Q4	$200K	Buy	+1,999	New	+$192K	﹤0.01%	1648
2019 Q2	–	Sell	-773	Closed	-$49K	–	1083
2019 Q1	$49K	Buy	+773	New	+$48.4K	﹤0.01%	973
2016 Q2	–	Sell	-5,468	Closed	-$272K	–	802
2016 Q1	$272K	Sell	5,468 -1,184	-18%	-$56.6K	0.02%	547
2015 Q4	$340K	Sell	6,652 -5,608	-46%	-$289K	0.03%	501
2015 Q3	$594K	Buy	12,260 +126	+1%	+$6.43K	0.06%	333
2015 Q2	$617K	Buy	12,134 +6,939	+134%	+$349K	0.05%	347
2015 Q1	$258K	Buy	5,195 +800	+18%	+$39K	0.02%	547
2014 Q4	$221K	Sell	4,395 -873	-17%	-$42.3K	0.02%	575
2014 Q3	$249K	Sell	5,268 -100	-2%	-$4.76K	0.02%	499
2014 Q2	$259K	Buy	5,368 +368	+7%	+$17.1K	0.03%	474
2014 Q1	$231K	Sell	5,000 -136	-3%	-$6.16K	0.03%	449
2013 Q4	$243K	Sell	5,136 -731	-12%	-$33.2K	0.04%	419
2013 Q3	$254K	Buy	+5,867	New	+$250K	0.05%	365

Other funds holding IAK

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Cetera Advisors's IAK Position: Q1 2024 in Review

Cetera Advisors reduced its iShares US Insurance ETF (IAK) stake by 1.9% in Q1 2024, selling an estimated $4.14K and leaving 1,961 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Cetera Advisors first reported a position in IAK in Q3 2013 and has held it in 14 quarters since. The position peaked at $617K in Q2 2015. 112 funds tracked by Wall St. Rank hold IAK as of Q1 2024.

Cetera Advisors held 1,961 shares of iShares US Insurance ETF worth $230K as of Q1 2024.
Cetera Advisors sold 38 iShares US Insurance ETF shares in Q1 2024, an estimated $4.14K.
iShares US Insurance ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2132 holding.
Cetera Advisors first reported a position in iShares US Insurance ETF in Q3 2013 and has held it in 14 quarters since.
Cetera Advisors's iShares US Insurance ETF position peaked at $617K in Q2 2015.
112 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.