Legacy Financial Group (Iowa)
IAK icon

Legacy Financial Group (Iowa)’s iShares US Insurance ETF IAK Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-70
Closed -$6.42K – 235
2023
Q3 		$6.42K Buy
+70
New +$6.36K ﹤0.01% 363

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IAK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares US Insurance ETF (IAK) in Q4 2023, closing a stake of 70 shares — an estimated $6.42K sold.

Legacy Financial Group (Iowa) first reported a position in IAK in Q3 2023 and held it in 1 quarter. The position peaked at $6.42K in Q3 2023. 100 funds tracked by Wall St. Rank hold IAK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares US Insurance ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 70 iShares US Insurance ETF shares in Q4 2023, an estimated $6.42K.
  • Legacy Financial Group (Iowa) first reported a position in iShares US Insurance ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares US Insurance ETF position peaked at $6.42K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.