Ironwood Financial’s iShares US Insurance ETF IAK Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-10	Closed	-$1K	–	298
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	541
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	528
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	512
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	465
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	414
2020 Q2	$1K	Buy	+10	New	+$526	﹤0.01%	387

Other funds holding IAK

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return