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Hollencrest Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Hollencrest Capital Management’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
-34,455
Closed -$4.75M – 1162
2025
Q1 		$4.75M Sell
34,455
-1,577
-4% -$206K 0.21% 60
2024
Q4 		$4.56M Buy
+36,032
New +$4.7M 0.18% 62

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hollencrest Capital Management's IAK Position: Q2 2025 in Review

Hollencrest Capital Management sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 34,455 shares — an estimated $4.75M sold.

Hollencrest Capital Management first reported a position in IAK in Q4 2024 and held it in 2 quarters. The position peaked at $4.75M in Q1 2025. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Hollencrest Capital Management reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Hollencrest Capital Management sold 34,455 iShares US Insurance ETF shares in Q2 2025, an estimated $4.75M.
  • Hollencrest Capital Management first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 2 quarters.
  • Hollencrest Capital Management's iShares US Insurance ETF position peaked at $4.75M in Q1 2025.
  • 176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Hollencrest Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.