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Csenge Advisory Group’s iShares US Insurance ETF IAK Stock Holding History

Csenge Advisory 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
2026
Q1 		$360K Buy
2,804
+20
+0.7% +$2.65K 0.02% 514
2025
Q4 		$379K Hold
2,784
– – 0.02% 505
2025
Q3 		$373K Hold
2,784
– – 0.02% 491
2025
Q2 		$379K Hold
2,784
– – 0.02% 495
2025
Q1 		$360K Hold
2,784
– – 0.02% 486
2024
Q4 		$352K Buy
2,784
+2
+0.1% +$261 0.02% 514
2024
Q3 		$363K Buy
2,782
+571
+26% +$69.6K 0.02% 509
2024
Q2 		$250K Buy
+2,211
New +$252K 0.01% 565
2023
Q1 		– Sell
-2,956
Closed -$270K – 618
2022
Q4 		$270K Sell
2,956
-278
-9% -$24.8K 0.02% 487
2022
Q3 		$256K Buy
3,234
+597
+23% +$49.7K 0.02% 506
2022
Q2 		$219K Buy
+2,637
New +$228K 0.02% 519

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return