JP Morgan Private Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	–	Sell	-2,989	Closed	-$263K	–	1743
2023 Q2	$263K	Buy	2,989 +521	+21%	+$45K	﹤0.01%	1291
2023 Q1	$211K	Sell	2,468 -1,594	-39%	-$145K	﹤0.01%	1808
2022 Q4	$371K	Buy	4,062 +1,309	+48%	+$117K	﹤0.01%	1577
2022 Q3	$218K	Buy	+2,753	New	+$229K	﹤0.01%	1776

Other funds holding IAK

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IAK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2023, closing a stake of 2,989 shares — an estimated $263K sold.

JP Morgan Private Wealth Advisors first reported a position in IAK in Q3 2022 and held it in 4 quarters. The position peaked at $371K in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,989 iShares US Insurance ETF shares in Q3 2023, an estimated $263K.
JP Morgan Private Wealth Advisors first reported a position in iShares US Insurance ETF in Q3 2022 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's iShares US Insurance ETF position peaked at $371K in Q4 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.