IHT Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

IHT Wealth 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
2018 Q2	–	Sell	-447	Closed	-$28K	–	850
2018 Q1	$28K	Buy	447 +3	+0.7%	+$199	0.01%	863
2017 Q4	$30K	Buy	+444	New	+$29.3K	0.01%	856

Other funds holding IAK

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

IHT Wealth Management's IAK Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares US Insurance ETF (IAK) in Q2 2018, closing a stake of 447 shares — an estimated $28K sold.

IHT Wealth Management first reported a position in IAK in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 42 funds tracked by Wall St. Rank hold IAK as of Q2 2018.

IHT Wealth Management reported no remaining iShares US Insurance ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 447 iShares US Insurance ETF shares in Q2 2018, an estimated $28K.
IHT Wealth Management first reported a position in iShares US Insurance ETF in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's iShares US Insurance ETF position peaked at $30K in Q4 2017.
42 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.