Chicago Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Chicago Wealth Management’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 Q3	–	Sell	-14,345	Closed	-$1.93M	–	51
2025 Q2	$1.93M	Sell	14,345 -16,065	-53%	-$2.13M	0.92%	22
2025 Q1	$4.19M	Sell	30,410 -365	-1%	-$47.7K	2.2%	17
2024 Q4	$3.89M	Sell	30,775 -814	-3%	-$106K	2.02%	17
2024 Q3	$4.08M	Sell	31,589 -595	-2%	-$72.5K	2.18%	17
2024 Q2	$3.63M	Buy	32,184 +876	+3%	+$99.9K	2.09%	17
2024 Q1	$3.68M	Sell	31,308 -79	-0.3%	-$8.6K	2.18%	16
2023 Q4	$3.14M	Buy	31,387 +680	+2%	+$65.5K	2.15%	17
2023 Q3	$2.81M	Sell	30,707 -406	-1%	-$36.9K	2.22%	16
2023 Q2	$2.73M	Sell	31,113 -1,274	-4%	-$110K	2.08%	18
2023 Q1	$2.77M	Sell	32,387 -54	-0.2%	-$4.9K	2.2%	17
2022 Q4	$2.97M	Buy	+32,441	New	+$2.9M	2.56%	13

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Wealth Management's IAK Position: Q3 2025 in Review

Chicago Wealth Management sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 14,345 shares — an estimated $1.93M sold.

Chicago Wealth Management first reported a position in IAK in Q4 2022 and held it in 11 quarters. The position peaked at $4.19M in Q1 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Chicago Wealth Management reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Chicago Wealth Management sold 14,345 iShares US Insurance ETF shares in Q3 2025, an estimated $1.93M.
Chicago Wealth Management first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 11 quarters.
Chicago Wealth Management's iShares US Insurance ETF position peaked at $4.19M in Q1 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Chicago Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.