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Kingswood Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Kingswood 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
2025
Q4 		– Sell
-4,870
Closed -$653K – 887
2025
Q3 		$653K Sell
4,870
-118
-2% -$15.4K 0.04% 411
2025
Q2 		$671K Buy
4,988
+150
+3% +$19.9K 0.05% 343
2025
Q1 		$667K Buy
4,838
+137
+3% +$17.9K 0.06% 327
2024
Q4 		$595K Buy
4,701
+186
+4% +$24.3K 0.04% 393
2024
Q3 		$583K Buy
4,515
+146
+3% +$17.8K 0.04% 418
2024
Q2 		$493K Buy
4,369
+912
+26% +$104K 0.04% 396
2024
Q1 		$406K Sell
3,457
-97
-3% -$10.6K 0.05% 396
2023
Q4 		$356K Buy
+3,554
New +$342K 0.04% 423

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Kingswood Wealth Advisors's IAK Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 4,870 shares — an estimated $653K sold.

Kingswood Wealth Advisors first reported a position in IAK in Q4 2023 and held it in 8 quarters. The position peaked at $671K in Q2 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,870 iShares US Insurance ETF shares in Q4 2025, an estimated $653K.
  • Kingswood Wealth Advisors first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 8 quarters.
  • Kingswood Wealth Advisors's iShares US Insurance ETF position peaked at $671K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.