Game Plan Financial Advisors’s iShares US Insurance ETF IAK Stock Holding History

Game Plan Financial 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	-19,655	Closed	-$2.64M	–	355
2025 Q2	$2.64M	Buy	19,655 +8,590	+78%	+$1.14M	1.15%	35
2025 Q1	$1.52M	Buy	11,065 +1,610	+17%	+$210K	0.74%	45
2024 Q4	$1.19M	Hold	9,455	–	–	0.57%	46
2024 Q3	$1.22M	Sell	9,455 -280	-3%	-$34.1K	0.59%	47
2024 Q2	$1.1M	Buy	+9,735	New	+$1.11M	0.54%	53

Other funds holding IAK

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Game Plan Financial Advisors's IAK Position: Q3 2025 in Review

Game Plan Financial Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 19,655 shares — an estimated $2.64M sold.

Game Plan Financial Advisors first reported a position in IAK in Q2 2024 and held it in 5 quarters. The position peaked at $2.64M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Game Plan Financial Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
Game Plan Financial Advisors sold 19,655 iShares US Insurance ETF shares in Q3 2025, an estimated $2.64M.
Game Plan Financial Advisors first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 5 quarters.
Game Plan Financial Advisors's iShares US Insurance ETF position peaked at $2.64M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Game Plan Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.