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GTS Securities’s iShares US Insurance ETF IAK Stock Holding History

GTS Securities’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
-3,052
Closed -$409K – 1577
2025
Q3 		$409K Sell
3,052
-21,988
-88% -$2.88M 0.02% 848
2025
Q2 		$3.37M Sell
25,040
-3,333
-12% -$443K 0.15% 101
2025
Q1 		$3.91M Buy
+28,373
New +$3.71M 0.17% 87
2024
Q4 		– Sell
-2,191
Closed -$283K – 2534
2024
Q3 		$283K Sell
2,191
-32,887
-94% -$4.01M ﹤0.01% 3349
2024
Q2 		$3.96M Buy
+35,078
New +$4M 0.01% 1015

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