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Financial Architects (New Jersey)’s iShares US Insurance ETF IAK Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-122
Closed -$7K – 478
2020
Q2 		$7K Hold
122
– – ﹤0.01% 688
2020
Q1 		$6K Hold
122
– – ﹤0.01% 683
2019
Q4 		$9K Hold
122
– – ﹤0.01% 689
2019
Q3 		$9K Hold
122
– – ﹤0.01% 740
2019
Q2 		$9K Buy
+122
New +$8.3K ﹤0.01% 904

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MC
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CS
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Susquehanna International Group
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return