L & S Advisors’s iShares US Insurance ETF IAK Stock Holding History

L & S 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 Q3	–	Sell	-2,045	Closed	-$275K	–	354
2025 Q2	$275K	Sell	2,045 -13	-0.6%	-$1.73K	0.03%	299
2025 Q1	$284K	Buy	+2,058	New	+$269K	0.04%	299

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ASN

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

L & S Advisors's IAK Position: Q3 2025 in Review

L & S Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 2,045 shares — an estimated $275K sold.

L & S Advisors first reported a position in IAK in Q1 2025 and held it in 2 quarters. The position peaked at $284K in Q1 2025. 159 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

L & S Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
L & S Advisors sold 2,045 iShares US Insurance ETF shares in Q3 2025, an estimated $275K.
L & S Advisors first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 2 quarters.
L & S Advisors's iShares US Insurance ETF position peaked at $284K in Q1 2025.
159 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on L & S Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.