LMKC
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L.M. Kohn & Company’s iShares US Insurance ETF IAK Stock Holding History

L.M. Kohn & Company’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
2024
Q4 		– Sell
-1,934
Closed -$250K – 278
2024
Q3 		$250K Buy
+1,934
New +$236K 0.06% 233

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

L.M. Kohn & Company's IAK Position: Q4 2024 in Review

L.M. Kohn & Company sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 1,934 shares — an estimated $250K sold.

L.M. Kohn & Company first reported a position in IAK in Q3 2024 and held it in 1 quarter. The position peaked at $250K in Q3 2024. 157 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

  • L.M. Kohn & Company reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,934 iShares US Insurance ETF shares in Q4 2024, an estimated $250K.
  • L.M. Kohn & Company first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's iShares US Insurance ETF position peaked at $250K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.