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Evoke Wealth’s iShares US Insurance ETF IAK Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-600
Closed -$47K – 721
2022
Q3 		$47K Hold
600
– – ﹤0.01% 524
2022
Q2 		$50K Buy
+600
New +$51.9K ﹤0.01% 515

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
MML Investors Services
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Evoke Wealth's IAK Position: Q4 2022 in Review

Evoke Wealth sold out of iShares US Insurance ETF (IAK) in Q4 2022, closing a stake of 600 shares — an estimated $47K sold.

Evoke Wealth first reported a position in IAK in Q2 2022 and held it in 2 quarters. The position peaked at $50K in Q2 2022. 96 funds tracked by Wall St. Rank hold IAK as of Q4 2022.

  • Evoke Wealth reported no remaining iShares US Insurance ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 600 iShares US Insurance ETF shares in Q4 2022, an estimated $47K.
  • Evoke Wealth first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 2 quarters.
  • Evoke Wealth's iShares US Insurance ETF position peaked at $50K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.