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Legacy Capital Group California’s iShares US Insurance ETF IAK Stock Holding History

Legacy Capital Group California’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
-1,846
Closed -$238K – 344
2024
Q3 		$238K Buy
+1,846
New +$225K 0.08% 279
2023
Q2 		– Sell
-16,236
Closed -$1.39M – 279
2023
Q1 		$1.39M Buy
+16,236
New +$1.47M 0.68% 36

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

Legacy Capital Group California's IAK Position: Q4 2024 in Review

Legacy Capital Group California sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 1,846 shares — an estimated $238K sold.

Legacy Capital Group California first reported a position in IAK in Q1 2023 and held it in 2 quarters. The position peaked at $1.39M in Q1 2023. 157 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

  • Legacy Capital Group California reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 1,846 iShares US Insurance ETF shares in Q4 2024, an estimated $238K.
  • Legacy Capital Group California first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's iShares US Insurance ETF position peaked at $1.39M in Q1 2023.
  • 157 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.