Financial Management Professionals’s iShares US Insurance ETF IAK Stock Holding History

Financial Management Professionals’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	-7,674	Closed	-$1.03M	–	996
2025 Q2	$1.03M	Buy	+7,674	New	+$1.02M	0.12%	61
2025 Q1	–	Sell	-7,899	Closed	-$999K	–	1023
2024 Q4	$999K	Buy	7,899 +2,128	+37%	+$278K	0.13%	64
2024 Q3	$745K	Buy	+5,771	New	+$703K	0.09%	74
2023 Q3	–	Sell	-960	Closed	-$84K	–	951
2023 Q2	$84K	Sell	960 -31,033	-97%	-$2.68M	0.01%	207
2023 Q1	$2.74M	Sell	31,993 -318	-1%	-$28.9K	0.53%	35
2022 Q4	$2.95M	Buy	32,311 +21,369	+195%	+$1.91M	0.6%	30
2022 Q3	$865K	Sell	10,942 -20,489	-65%	-$1.71M	0.2%	42
2022 Q2	$2.61M	Buy	+31,431	New	+$2.72M	0.63%	32

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Management Professionals's IAK Position: Q3 2025 in Review

Financial Management Professionals sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 7,674 shares — an estimated $1.03M sold.

Financial Management Professionals first reported a position in IAK in Q2 2022 and held it in 8 quarters. The position peaked at $2.95M in Q4 2022. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Financial Management Professionals reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 7,674 iShares US Insurance ETF shares in Q3 2025, an estimated $1.03M.
Financial Management Professionals first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 8 quarters.
Financial Management Professionals's iShares US Insurance ETF position peaked at $2.95M in Q4 2022.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.