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First Horizon Advisors’s iShares US Insurance ETF IAK Stock Holding History

First Horizon Advisors’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
Q2 		$275K Sell
2,044
-970
-32% -$129K 0.01% 454
2025
Q1 		$415K Hold
3,014
– – 0.01% 369
2024
Q4 		$381K Hold
3,014
– – 0.01% 387
2024
Q3 		$389K Hold
3,014
– – 0.01% 389
2024
Q2 		$340K Sell
3,014
-941
-24% -$107K 0.01% 405
2024
Q1 		$464K Hold
3,955
– – 0.01% 340
2023
Q4 		$396K Hold
3,955
– – 0.01% 355
2023
Q3 		$362K Sell
3,955
-203
-5% -$18.4K 0.01% 358
2023
Q2 		$365K Sell
4,158
-77
-2% -$6.65K 0.01% 372
2023
Q1 		$363K Hold
4,235
– – 0.01% 368
2022
Q4 		$387K Sell
4,235
-75
-2% -$6.69K 0.01% 357
2022
Q3 		$341K Sell
4,310
-389
-8% -$32.4K 0.01% 351
2022
Q2 		$389K Buy
4,699
+67
+1% +$5.8K 0.01% 356
2022
Q1 		$422K Sell
4,632
-90
-2% -$7.8K 0.02% 295
2021
Q4 		$394K Sell
4,722
-640
-12% -$52.8K 0.01% 383
2021
Q3 		$419K Hold
5,362
– – 0.01% 371
2021
Q2 		$415K Sell
5,362
-24
-0.4% -$1.89K 0.02% 295
2021
Q1 		$399K Buy
5,386
+1,020
+23% +$72.5K 0.02% 291
2020
Q4 		$295K Buy
4,366
+71
+2% +$4.44K 0.02% 278
2020
Q3 		$239K Sell
4,295
-80
-2% -$4.58K 0.02% 289
2020
Q2 		$241K Hold
4,375
– – 0.02% 284
2020
Q1 		$217K Sell
4,375
-20
-0.5% -$1.31K 0.02% 281
2019
Q4 		$313K Hold
4,395
– – 0.02% 279
2019
Q3 		$317K Sell
4,395
-410
-9% -$29.1K 0.02% 271
2019
Q2 		$340K Hold
4,805
– – 0.03% 266
2019
Q1 		$306K Hold
4,805
– – 0.02% 283
2018
Q4 		$277K Hold
4,805
– – 0.02% 286
2018
Q3 		$319K Hold
4,805
– – 0.02% 302
2018
Q2 		$295K Hold
4,805
– – 0.02% 307
2018
Q1 		$310K Hold
4,805
– – 0.03% 250
2017
Q4 		$320K Buy
4,805
+150
+3% +$9.9K 0.03% 260
2017
Q3 		$297K Buy
4,655
+300
+7% +$19K 0.03% 263
2017
Q2 		$273K Hold
4,355
– – 0.03% 268
2017
Q1 		$264K Buy
+4,355
New +$263K 0.03% 282

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Horizon Advisors's IAK Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares US Insurance ETF (IAK) stake by 32% in Q2 2025, selling an estimated $129K and leaving 2,044 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #454.

First Horizon Advisors first reported a position in IAK in Q1 2017 and has held it in 34 quarters since. The position peaked at $464K in Q1 2024. 175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • First Horizon Advisors held 2,044 shares of iShares US Insurance ETF worth $275K as of Q2 2025.
  • First Horizon Advisors sold 970 iShares US Insurance ETF shares in Q2 2025, an estimated $129K.
  • iShares US Insurance ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #454 holding.
  • First Horizon Advisors first reported a position in iShares US Insurance ETF in Q1 2017 and has held it in 34 quarters since.
  • First Horizon Advisors's iShares US Insurance ETF position peaked at $464K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.