Guerra Advisors’s iShares US Insurance ETF IAK Stock Holding History

Guerra 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	$2.55K	Buy	+19	New	+$2.49K	﹤0.01%	501

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

Guerra Advisors's IAK Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares US Insurance ETF (IAK) in Q3 2025: 19 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings.

158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

Guerra Advisors held 19 shares of iShares US Insurance ETF worth $2.55K as of Q3 2025.
iShares US Insurance ETF was a new Guerra Advisors position in Q3 2025.
iShares US Insurance ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #501 holding.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.