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Covestor’s iShares US Insurance ETF IAK Stock Holding History

Covestor’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
2023
Q1 		– Sell
-46
Closed -$4.18K – 2269
2022
Q4 		$4K Buy
46
+1
+2% +$89 ﹤0.01% 1625
2022
Q3 		$4K Hold
45
– – ﹤0.01% 1554
2022
Q2 		$4K Buy
+45
New +$3.89K ﹤0.01% 1467

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Covestor's IAK Position: Q1 2023 in Review

Covestor sold out of iShares US Insurance ETF (IAK) in Q1 2023, closing a stake of 46 shares — an estimated $4.18K sold.

Covestor first reported a position in IAK in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q4 2022. 94 funds tracked by Wall St. Rank hold IAK as of Q1 2023.

  • Covestor reported no remaining iShares US Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 46 iShares US Insurance ETF shares in Q1 2023, an estimated $4.18K.
  • Covestor first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 3 quarters.
  • Covestor's iShares US Insurance ETF position peaked at $4K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.