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Elevate Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Elevate Capital Advisors’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
-5,125
Closed -$689K – 77
2025
Q2 		$689K Buy
+5,125
New +$680K 0.55% 56

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

Elevate Capital Advisors's IAK Position: Q3 2025 in Review

Elevate Capital Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 5,125 shares — an estimated $689K sold.

Elevate Capital Advisors first reported a position in IAK in Q2 2025 and held it in 1 quarter. The position peaked at $689K in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

  • Elevate Capital Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Elevate Capital Advisors sold 5,125 iShares US Insurance ETF shares in Q3 2025, an estimated $689K.
  • Elevate Capital Advisors first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 1 quarter.
  • Elevate Capital Advisors's iShares US Insurance ETF position peaked at $689K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Elevate Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.