Eagle Strategies’s iShares US Insurance ETF IAK Stock Holding History

Eagle Strategies’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	-13,972	Closed	-$1.88M	–	242
2025 Q2	$1.88M	Buy	13,972 +379	+3%	+$50.3K	0.29%	76
2025 Q1	$1.87M	Buy	13,593 +97	+0.7%	+$12.7K	0.33%	65
2024 Q4	$1.71M	Buy	13,496 +328	+2%	+$42.8K	0.3%	69
2024 Q3	$1.7M	Sell	13,168 -758	-5%	-$92.4K	0.31%	68
2024 Q2	$1.57M	Buy	13,926 +9,600	+222%	+$1.1M	0.3%	73
2024 Q1	$508K	Buy	+4,326	New	+$471K	0.11%	157

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 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 $49B AUM 25.55% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Strategies's IAK Position: Q3 2025 in Review

Eagle Strategies sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 13,972 shares — an estimated $1.88M sold.

Eagle Strategies first reported a position in IAK in Q1 2024 and held it in 6 quarters. The position peaked at $1.88M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Eagle Strategies reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Eagle Strategies sold 13,972 iShares US Insurance ETF shares in Q3 2025, an estimated $1.88M.
Eagle Strategies first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 6 quarters.
Eagle Strategies's iShares US Insurance ETF position peaked at $1.88M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Eagle Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.