CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares US Insurance ETF IAK Stock Holding History

CIBC Private Wealth Group’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 		– Hold
0
– – – 3006
2025
Q1 		– Sell
-507
Closed -$66.3K – 3015
2024
Q4 		$63.6K Buy
507
+439
+646% +$57.3K ﹤0.01% 1596
2024
Q3 		$8.79K Buy
68
+45
+196% +$5.49K ﹤0.01% 2439
2024
Q2 		$2.59K Sell
23
-10
-30% -$1.14K ﹤0.01% 2703
2024
Q1 		$3.86K Buy
+33
New +$3.59K ﹤0.01% 2574

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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 $570B 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

CIBC Private Wealth Group's IAK Position: Q2 2025 in Review

CIBC Private Wealth Group held its iShares US Insurance ETF (IAK) position steady in Q2 2025 at 0 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

CIBC Private Wealth Group first reported a position in IAK in Q1 2024 and has held it in 4 quarters since. The position peaked at $63.6K in Q4 2024. 175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • CIBC Private Wealth Group held 0 shares of iShares US Insurance ETF worth $50 as of Q2 2025.
  • CIBC Private Wealth Group left its iShares US Insurance ETF share count unchanged in Q2 2025.
  • iShares US Insurance ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q2 2025, its #3006 holding.
  • CIBC Private Wealth Group first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's iShares US Insurance ETF position peaked at $63.6K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.