Fortis Group Advisors’s iShares US Insurance ETF IAK Stock Holding History

Fortis Group 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 Q3	–	Sell	-5,962	Closed	-$760K	–	549
2025 Q2	$760K	Sell	5,962 -3,835	-39%	-$509K	0.14%	135
2025 Q1	$1.35M	Sell	9,797 -9,933	-50%	-$1.3M	0.26%	94
2024 Q4	$2.5M	Buy	19,730 +3,155	+19%	+$412K	0.46%	56
2024 Q3	$2.14M	Sell	16,575 -48,112	-74%	-$5.86M	0.4%	57
2024 Q2	$7.3M	Buy	64,687 +8,980	+16%	+$1.02M	1.45%	22
2024 Q1	$6.54M	Buy	+55,707	New	+$6.06M	1.2%	27

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

Fortis Group Advisors's IAK Position: Q3 2025 in Review

Fortis Group Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 5,962 shares — an estimated $760K sold.

Fortis Group Advisors first reported a position in IAK in Q1 2024 and held it in 6 quarters. The position peaked at $7.3M in Q2 2024. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Fortis Group Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Fortis Group Advisors sold 5,962 iShares US Insurance ETF shares in Q3 2025, an estimated $760K.
Fortis Group Advisors first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 6 quarters.
Fortis Group Advisors's iShares US Insurance ETF position peaked at $7.3M in Q2 2024.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.