Founders Financial Securities’s iShares US Insurance ETF IAK Stock Holding History

Founders Financial Securities’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	-36,444	Closed	-$4.9M	–	503
2025 Q2	$4.9M	Buy	36,444 +116	+0.3%	+$15.4K	0.37%	63
2025 Q1	$4.75M	Sell	36,328 -149	-0.4%	-$19.5K	0.4%	56
2024 Q4	$4.61M	Sell	36,477 -130	-0.4%	-$17K	0.42%	54
2024 Q3	$4.72M	Buy	36,607 +849	+2%	+$103K	0.44%	50
2024 Q2	$4.04M	Buy	35,758 +898	+3%	+$102K	0.38%	59
2024 Q1	$4.09M	Sell	34,860 -206	-0.6%	-$22.4K	0.43%	52
2023 Q4	$3.51M	Buy	+35,066	New	+$3.38M	0.39%	58

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

Founders Financial Securities's IAK Position: Q3 2025 in Review

Founders Financial Securities sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 36,444 shares — an estimated $4.9M sold.

Founders Financial Securities first reported a position in IAK in Q4 2023 and held it in 7 quarters. The position peaked at $4.9M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Founders Financial Securities reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Founders Financial Securities sold 36,444 iShares US Insurance ETF shares in Q3 2025, an estimated $4.9M.
Founders Financial Securities first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 7 quarters.
Founders Financial Securities's iShares US Insurance ETF position peaked at $4.9M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

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