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

Jackson 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
2025
Q2 		– Sell
-36,428
Closed -$5.02M – 166
2025
Q1 		$5.02M Buy
+36,428
New +$4.76M 0.61% 44

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Wealth Management's IAK Position: Q2 2025 in Review

Jackson Wealth Management sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 36,428 shares — an estimated $5.02M sold.

Jackson Wealth Management first reported a position in IAK in Q1 2025 and held it in 1 quarter. The position peaked at $5.02M in Q1 2025. 175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Jackson Wealth Management reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 36,428 iShares US Insurance ETF shares in Q2 2025, an estimated $5.02M.
  • Jackson Wealth Management first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 1 quarter.
  • Jackson Wealth Management's iShares US Insurance ETF position peaked at $5.02M in Q1 2025.
  • 175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.