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Legacy Wealth Management (Idaho)’s iShares US Insurance ETF IAK Stock Holding History

Legacy Wealth Management (Idaho)’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
-27
Closed -$3.63K – 803
2025
Q2 		$3.63K Hold
27
– – ﹤0.01% 439
2025
Q1 		$3.72K Hold
27
– – ﹤0.01% 453
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 $1.89T 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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IAK Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 27 shares — an estimated $3.63K sold.

Legacy Wealth Management (Idaho) first reported a position in IAK in Q3 2024 and held it in 4 quarters. The position peaked at $3.72K in Q1 2025. 159 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 27 iShares US Insurance ETF shares in Q3 2025, an estimated $3.63K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s iShares US Insurance ETF position peaked at $3.72K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.