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Great Valley Advisor Group’s iShares US Insurance ETF IAK Stock Holding History

Great Valley Advisor Group’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 		– Sell
-9,045
Closed -$1.21M – 964
2025
Q3 		$1.21M Sell
9,045
-3,353
-27% -$439K 0.02% 438
2025
Q2 		$1.67M Buy
12,398
+152
+1% +$20.2K 0.04% 350
2025
Q1 		$1.69M Buy
12,246
+183
+2% +$23.9K 0.04% 343
2024
Q4 		$1.53M Sell
12,063
-10,730
-47% -$1.4M 0.03% 361
2024
Q3 		$2.94M Buy
+22,793
New +$2.78M 0.07% 257

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Great Valley Advisor Group's IAK Position: Q4 2025 in Review

Great Valley Advisor Group sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 9,045 shares — an estimated $1.21M sold.

Great Valley Advisor Group first reported a position in IAK in Q3 2024 and held it in 5 quarters. The position peaked at $2.94M in Q3 2024. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Great Valley Advisor Group reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 9,045 iShares US Insurance ETF shares in Q4 2025, an estimated $1.21M.
  • Great Valley Advisor Group first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 5 quarters.
  • Great Valley Advisor Group's iShares US Insurance ETF position peaked at $2.94M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.