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Harvest Investment Services’s iShares US Insurance ETF IAK Stock Holding History

Harvest Investment Services’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
2019
Q4 		– Sell
-2,926
Closed -$206K – 164
2019
Q3 		$206K Buy
2,926
+94
+3% +$6.67K 0.1% 149
2019
Q2 		$202K Buy
+2,832
New +$193K 0.12% 142

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvest Investment Services's IAK Position: Q4 2019 in Review

Harvest Investment Services sold out of iShares US Insurance ETF (IAK) in Q4 2019, closing a stake of 2,926 shares — an estimated $206K sold.

Harvest Investment Services first reported a position in IAK in Q2 2019 and held it in 2 quarters. The position peaked at $206K in Q3 2019. 44 funds tracked by Wall St. Rank hold IAK as of Q4 2019.

  • Harvest Investment Services reported no remaining iShares US Insurance ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Investment Services sold 2,926 iShares US Insurance ETF shares in Q4 2019, an estimated $206K.
  • Harvest Investment Services first reported a position in iShares US Insurance ETF in Q2 2019 and held it in 2 quarters.
  • Harvest Investment Services's iShares US Insurance ETF position peaked at $206K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.