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

IPG 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
2024
Q3 		– Sell
-4,200
Closed -$474K – 194
2024
Q2 		$474K Buy
4,200
+1,500
+56% +$171K 0.1% 95
2024
Q1 		$317K Buy
+2,700
New +$294K 0.07% 121

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IPG Investment Advisors's IAK Position: Q3 2024 in Review

IPG Investment Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2024, closing a stake of 4,200 shares — an estimated $474K sold.

IPG Investment Advisors first reported a position in IAK in Q1 2024 and held it in 2 quarters. The position peaked at $474K in Q2 2024. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

  • IPG Investment Advisors reported no remaining iShares US Insurance ETF position as of Q3 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 4,200 iShares US Insurance ETF shares in Q3 2024, an estimated $474K.
  • IPG Investment Advisors first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 2 quarters.
  • IPG Investment Advisors's iShares US Insurance ETF position peaked at $474K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on IPG Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.