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Integral Investment Advisors’s iShares US Insurance ETF IAK Stock Holding History

Integral Investment 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
2022
Q4 		– Sell
-25,942
Closed -$2.05M – 81
2022
Q3 		$2.05M Buy
+25,942
New +$2.16M 1.68% 15

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Integral Investment Advisors's IAK Position: Q4 2022 in Review

Integral Investment Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2022, closing a stake of 25,942 shares — an estimated $2.05M sold.

Integral Investment Advisors first reported a position in IAK in Q3 2022 and held it in 1 quarter. The position peaked at $2.05M in Q3 2022. 96 funds tracked by Wall St. Rank hold IAK as of Q4 2022.

  • Integral Investment Advisors reported no remaining iShares US Insurance ETF position as of Q4 2022 after selling out during the quarter.
  • Integral Investment Advisors sold 25,942 iShares US Insurance ETF shares in Q4 2022, an estimated $2.05M.
  • Integral Investment Advisors first reported a position in iShares US Insurance ETF in Q3 2022 and held it in 1 quarter.
  • Integral Investment Advisors's iShares US Insurance ETF position peaked at $2.05M in Q3 2022.
  • 96 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2022.

Based on Integral Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.