KF
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KKM Financial’s iShares US Insurance ETF IAK Stock Holding History

KKM 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
2026
Q1 		$437K Hold
3,212
– – 0.08% 130
2025
Q4 		$437K Sell
3,212
-3,646
-53% -$483K 0.08% 130
2025
Q3 		$919K Sell
6,858
-2,203
-24% -$288K 0.29% 66
2025
Q2 		$1.22M Hold
9,061
– – 0.42% 62
2025
Q1 		$1.25M Sell
9,061
-38
-0.4% -$4.97K 0.53% 60
2024
Q4 		$1.15M Sell
9,099
-49
-0.5% -$6.39K 0.48% 60
2024
Q3 		$1.18M Buy
9,148
+197
+2% +$24K 0.58% 56
2024
Q2 		$1.01M Buy
8,951
+238
+3% +$27.2K 0.48% 65
2024
Q1 		$1.02M Hold
8,713
– – 0.5% 66
2023
Q4 		$872K Buy
+8,713
New +$839K 0.55% 61

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FP
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Susquehanna International Group
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LFA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return