GeoWealth Management’s iShares US Insurance ETF IAK Stock Holding History

GeoWealth 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	-3,909	Closed	-$526K	–	971
2025 Q2	$526K	Sell	3,909 -8,751	-69%	-$1.16M	0.02%	393
2025 Q1	$1.74M	Buy	12,660 +12,658	+632,900%	+$1.65M	0.07%	166
2024 Q4	$253	Sell	2 -140	-99%	-$18.3K	﹤0.01%	1751
2024 Q3	$18.3K	Sell	142 -9,007	-98%	-$1.1M	﹤0.01%	1294
2024 Q2	$1.03M	Buy	9,149 +7,227	+376%	+$824K	0.04%	267
2024 Q1	$226K	Buy	+1,922	New	+$209K	0.01%	647

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 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 $49B AUM 25.55% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's IAK Position: Q3 2025 in Review

GeoWealth Management sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 3,909 shares — an estimated $526K sold.

GeoWealth Management first reported a position in IAK in Q1 2024 and held it in 6 quarters. The position peaked at $1.74M in Q1 2025. 159 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

GeoWealth Management reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 3,909 iShares US Insurance ETF shares in Q3 2025, an estimated $526K.
GeoWealth Management first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 6 quarters.
GeoWealth Management's iShares US Insurance ETF position peaked at $1.74M in Q1 2025.
159 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.