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

HighTower 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
2026
Q1 		$1.3M Buy
10,113
+60
+0.6% +$7.96K ﹤0.01% 2013
2025
Q4 		$1.37M Sell
10,053
-7
-0.1% -$927 ﹤0.01% 1916
2025
Q3 		$1.35M Buy
10,060
+995
+11% +$130K ﹤0.01% 1887
2025
Q2 		$1.22M Buy
9,065
+5,894
+186% +$783K ﹤0.01% 1878
2025
Q1 		$437K Buy
3,171
+853
+37% +$111K ﹤0.01% 2578
2024
Q4 		$293K Sell
2,318
-992
-30% -$129K ﹤0.01% 2901
2024
Q3 		$426K Sell
3,310
-9,201
-74% -$1.12M ﹤0.01% 2527
2024
Q2 		$1.42M Sell
12,511
-1,582
-11% -$180K ﹤0.01% 1644
2024
Q1 		$1.65M Buy
14,093
+10,086
+252% +$1.1M ﹤0.01% 1529
2023
Q4 		$401K Buy
+4,007
New +$386K ﹤0.01% 2482
2023
Q2 		– Sell
-25,326
Closed -$2.17M – 3551
2023
Q1 		$2.17M Buy
+25,326
New +$2.3M ﹤0.01% 1237

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return