Jackson Wealth Management
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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 $1.89T 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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC Financial Inc
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 177 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.
  • 177 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.