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Lee, Danner & Bass’s iShares US Insurance ETF IAK Stock Holding History

Lee, Danner & Bass’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 		$4.44M Sell
34,578
-630
-2% -$83.6K 0.28% 77
2025
Q4 		$4.79M Sell
35,208
-400
-1% -$53K 0.34% 63
2025
Q3 		$4.77M Sell
35,608
-2,730
-7% -$357K 0.35% 65
2025
Q2 		$5.15M Buy
38,338
+4,593
+14% +$610K 0.4% 56
2025
Q1 		$4.65M Sell
33,745
-750
-2% -$98K 0.38% 58
2024
Q4 		$4.36M Buy
34,495
+355
+1% +$46.3K 0.35% 63
2024
Q3 		$4.41M Buy
34,140
+92
+0.3% +$11.2K 0.31% 62
2024
Q2 		$3.85M Buy
+34,048
New +$3.88M 0.3% 66
2023
Q4 		$4.09M Buy
40,859
+37,024
+965% +$3.56M 0.35% 66
2023
Q3 		$351K Buy
+3,835
New +$348K 0.03% 173

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return