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Essential Planning’s iShares US Insurance ETF IAK Stock Holding History

Essential Planning’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
Q1 		– Sell
-12,675
Closed -$1.65M – 168
2024
Q4 		$1.65M Buy
+12,675
New +$1.65M 0.01% 204

Other funds holding IAK

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Essential Planning's IAK Position: Q1 2025 in Review

Essential Planning sold out of iShares US Insurance ETF (IAK) in Q1 2025, closing a stake of 12,675 shares — an estimated $1.65M sold.

Essential Planning first reported a position in IAK in Q4 2024 and held it in 1 quarter. The position peaked at $1.65M in Q4 2024. 166 funds tracked by Wall St. Rank hold IAK as of Q1 2025.

  • Essential Planning reported no remaining iShares US Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 12,675 iShares US Insurance ETF shares in Q1 2025, an estimated $1.65M.
  • Essential Planning first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares US Insurance ETF position peaked at $1.65M in Q4 2024.
  • 166 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.