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Legacy Investment Solutions’s iShares US Insurance ETF IAK Stock Holding History

Legacy Investment Solutions’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
Q2 		$3.63K Buy
+27
New +$3.58K ﹤0.01% 439
2024
Q4 		$3.49K Hold
27
– – ﹤0.01% 431
2024
Q3 		$3.58K Buy
+27
New +$3.29K ﹤0.01% 422

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Investment Solutions's IAK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares US Insurance ETF (IAK) in Q2 2025: 27 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IAK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IAK in Q3 2024 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Legacy Investment Solutions held 27 shares of iShares US Insurance ETF worth $3.63K as of Q2 2025.
  • iShares US Insurance ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares US Insurance ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #439 holding.
  • Legacy Investment Solutions first reported a position in iShares US Insurance ETF in Q3 2024 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.