FIG Financial Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

FIG Financial Advisory Services’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	-10,223	Closed	-$1.37M	–	73
2025 Q2	$1.37M	Buy	10,223 +163	+2%	+$21.6K	0.92%	30
2025 Q1	$1.39M	Sell	10,060 -748	-7%	-$97.8K	0.98%	22
2024 Q4	$1.37M	Buy	+10,808	New	+$1.41M	0.93%	26

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 $1.37T AUM 24.88% 1-Year Est. Return

FIG Financial Advisory Services's IAK Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 10,223 shares — an estimated $1.37M sold.

FIG Financial Advisory Services first reported a position in IAK in Q4 2024 and held it in 3 quarters. The position peaked at $1.39M in Q1 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

FIG Financial Advisory Services reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 10,223 iShares US Insurance ETF shares in Q3 2025, an estimated $1.37M.
FIG Financial Advisory Services first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 3 quarters.
FIG Financial Advisory Services's iShares US Insurance ETF position peaked at $1.39M in Q1 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.