Endurance Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Endurance Wealth Management’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
2022 Q3	–	Sell	-11	Closed	-$1K	–	626
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	606
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	624
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	610
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	617
2021 Q2	$0	Hold	11	–	–	﹤0.01%	635
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	625
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	595
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	595
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	585
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	547
2019 Q4	$1K	Sell	11 -1,103	-99%	-$77.8K	﹤0.01%	505
2019 Q3	$80K	Buy	+1,114	New	+$79.1K	0.01%	239

Other funds holding IAK

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

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

SFI

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Endurance Wealth Management's IAK Position: Q3 2022 in Review

Endurance Wealth Management sold out of iShares US Insurance ETF (IAK) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in IAK in Q3 2019 and held it in 12 quarters. The position peaked at $80K in Q3 2019. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

Endurance Wealth Management reported no remaining iShares US Insurance ETF position as of Q3 2022 after selling out during the quarter.
Endurance Wealth Management sold 11 iShares US Insurance ETF shares in Q3 2022, an estimated $1K.
Endurance Wealth Management first reported a position in iShares US Insurance ETF in Q3 2019 and held it in 12 quarters.
Endurance Wealth Management's iShares US Insurance ETF position peaked at $80K in Q3 2019.
76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.