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Householder Group Estate & Retirement Specialist’s iShares US Insurance ETF IAK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-9
Closed -$1K – 825
2024
Q3 		$1K Buy
+9
New +$1.1K ﹤0.01% 1097

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IAK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 9 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in IAK in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 155 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9 iShares US Insurance ETF shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares US Insurance ETF position peaked at $1K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.