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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 0.03% 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
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return