First Heartland Consultants’s iShares US Insurance ETF IAK Stock Holding History

First Heartland Consultants’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
2018 Q3	–	Sell	-5,844	Closed	-$359K	–	252
2018 Q2	$359K	Sell	5,844 -89	-2%	-$5.7K	0.13%	168
2018 Q1	$383K	Sell	5,933 -2,942	-33%	-$195K	0.11%	184
2017 Q4	$591K	Sell	8,875 -370	-4%	-$24.4K	0.18%	130
2017 Q3	$589K	Buy	9,245 +527	+6%	+$33.3K	0.14%	189
2017 Q2	$546K	Sell	8,718 -1,095	-11%	-$66.8K	0.14%	188
2017 Q1	$595K	Sell	9,813 -2,169	-18%	-$131K	0.17%	171
2016 Q4	$711K	Buy	+11,982	New	+$674K	0.22%	129

Other funds holding IAK

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Bank of America

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

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

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Royal Bank of Canada

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return