Fulcrum Equity Management’s iShares US Insurance ETF IAK Stock Holding History

Fulcrum Equity Management’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	-6,351	Closed	-$854K	–	108
2025 Q2	$854K	Buy	+6,351	New	+$843K	0.88%	31
2024 Q4	–	Sell	-8,822	Closed	-$1.14M	–	129
2024 Q3	$1.14M	Buy	+8,822	New	+$1.08M	0.96%	31
2023 Q2	–	Sell	-26,697	Closed	-$2.29M	–	98
2023 Q1	$2.29M	Sell	26,697 -2,245	-8%	-$204K	2.15%	19
2022 Q4	$2.65M	Buy	+28,942	New	+$2.58M	2.17%	19

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

Fulcrum Equity Management's IAK Position: Q3 2025 in Review

Fulcrum Equity Management sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 6,351 shares — an estimated $854K sold.

Fulcrum Equity Management first reported a position in IAK in Q4 2022 and held it in 4 quarters. The position peaked at $2.65M in Q4 2022. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Fulcrum Equity Management reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Fulcrum Equity Management sold 6,351 iShares US Insurance ETF shares in Q3 2025, an estimated $854K.
Fulcrum Equity Management first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 4 quarters.
Fulcrum Equity Management's iShares US Insurance ETF position peaked at $2.65M in Q4 2022.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.