GRP
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Global Retirement Partners’s iShares US Insurance ETF IAK Stock Holding History

Global Retirement Partners’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
Q4 		$17.3K Sell
127
-77
-38% -$10.2K ﹤0.01% 2930
2025
Q3 		$27.4K Sell
204
-8
-4% -$1.05K ﹤0.01% 2245
2025
Q2 		$28.6K Buy
+212
New +$28.1K ﹤0.01% 2089
2024
Q4 		$29.2K Buy
231
+22
+11% +$2.87K ﹤0.01% 1877
2024
Q3 		$27K Hold
209
– – ﹤0.01% 1852
2024
Q2 		$23.6K Sell
209
-50
-19% -$5.7K ﹤0.01% 1901
2024
Q1 		$30.4K Buy
259
+41
+19% +$4.46K ﹤0.01% 1626
2023
Q4 		$22.3K Buy
+218
New +$21K ﹤0.01% 1703

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GF
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UBS Group
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FP
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LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return