Harbour Investments’s iShares US Insurance ETF IAK Stock Holding History

Harbour Investments’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 Q2	–	Sell	-200	Closed	-$27.6K	–	3660
2025 Q1	$27.6K	Hold	200	–	–	﹤0.01%	2043
2024 Q4	$25.3K	Buy	+200	New	+$26.1K	﹤0.01%	2011
2021 Q3	–	Sell	-1,209	Closed	-$94K	–	3844
2021 Q2	$94K	Buy	+1,209	New	+$95.4K	﹤0.01%	1434

Other funds holding IAK

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

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

Harbour Investments's IAK Position: Q2 2025 in Review

Harbour Investments sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 200 shares — an estimated $27.6K sold.

Harbour Investments first reported a position in IAK in Q2 2021 and held it in 3 quarters. The position peaked at $94K in Q2 2021. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Harbour Investments reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 200 iShares US Insurance ETF shares in Q2 2025, an estimated $27.6K.
Harbour Investments first reported a position in iShares US Insurance ETF in Q2 2021 and held it in 3 quarters.
Harbour Investments's iShares US Insurance ETF position peaked at $94K in Q2 2021.
176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.