Citigroup
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Citigroup’s iShares US Insurance ETF IAK Stock Holding History

Citigroup’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
Q4 		– Sell
-9,917
Closed -$1.33M – 6232
2025
Q3 		$1.33M Buy
+9,917
New +$1.3M ﹤0.01% 2976
2024
Q2 		– Sell
-20
Closed -$2.35K – 5671
2024
Q1 		$2.35K Buy
+20
New +$2.18K ﹤0.01% 5376
2023
Q2 		– Sell
-328
Closed -$28.1K – 5634
2023
Q1 		$28.1K Buy
+328
New +$29.8K ﹤0.01% 4415
2017
Q2 		– Sell
-195
Closed -$12K – 7402
2017
Q1 		$12K Hold
195
– – ﹤0.01% 6493
2016
Q4 		$12K Hold
195
– – ﹤0.01% 6698
2016
Q3 		$10K Hold
195
– – ﹤0.01% 6528
2016
Q2 		$10K Sell
195
-16
-8% -$812 ﹤0.01% 6546
2016
Q1 		$11K Buy
211
+16
+8% +$765 ﹤0.01% 6772
2015
Q4 		$10K Sell
195
-53
-21% -$2.74K ﹤0.01% 6814
2015
Q3 		$12K Sell
248
-105
-30% -$5.36K ﹤0.01% 6328
2015
Q2 		$18K Buy
353
+252
+250% +$12.7K ﹤0.01% 6166
2015
Q1 		$5K Buy
+101
New +$4.92K ﹤0.01% 6704
2014
Q3 		– Sell
-405
Closed -$19K – 7168
2014
Q2 		$19K Buy
+405
New +$18.9K ﹤0.01% 5829
2014
Q1 		– Sell
-434
Closed -$21K – 7090
2013
Q4 		$21K Sell
434
-4
-0.9% -$182 ﹤0.01% 6149
2013
Q3 		$19K Sell
438
-49,946
-99% -$2.13M ﹤0.01% 5935
2013
Q2 		$2.05M Buy
+50,384
New +$2M ﹤0.01% 2357

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Citigroup's IAK Position: Q4 2025 in Review

Citigroup sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 9,917 shares — an estimated $1.33M sold.

Citigroup first reported a position in IAK in Q2 2013 and held it in 16 quarters. The position peaked at $2.05M in Q2 2013. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Citigroup reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Citigroup sold 9,917 iShares US Insurance ETF shares in Q4 2025, an estimated $1.33M.
  • Citigroup first reported a position in iShares US Insurance ETF in Q2 2013 and held it in 16 quarters.
  • Citigroup's iShares US Insurance ETF position peaked at $2.05M in Q2 2013.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Citigroup's 13F filing for Q4 2025, filed 13 Feb 2026.