Leuthold Group’s iShares US Insurance ETF IAK Stock Holding History

Leuthold Group’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	$742K	Sell	5,786 -1,010	-15%	-$134K	0.08%	153
2025 Q4	$925K	Sell	6,796 -247	-4%	-$32.7K	0.1%	138
2025 Q3	$944K	Sell	7,043 -265	-4%	-$34.7K	0.1%	135
2025 Q2	$983K	Buy	7,308 +189	+3%	+$25.1K	0.12%	141
2025 Q1	$981K	Sell	7,119 -9,981	-58%	-$1.3M	0.13%	146
2024 Q4	$2.16M	Sell	17,100 -2,778	-14%	-$362K	0.26%	130
2024 Q3	$2.57M	Buy	+19,878	New	+$2.42M	0.29%	117
2024 Q2	–	Sell	-16,968	Closed	-$1.99M	–	192
2024 Q1	$1.99M	Buy	16,968 +7,914	+87%	+$862K	0.22%	122
2023 Q4	$907K	Buy	+9,054	New	+$872K	0.11%	129
2023 Q3	–	Sell	-9,292	Closed	-$817K	–	197
2023 Q2	$817K	Sell	9,292 -17,771	-66%	-$1.53M	0.11%	141
2023 Q1	$2.32M	Buy	27,063 +2,936	+12%	+$267K	0.31%	121
2022 Q4	$2.21M	Buy	24,127 +8,150	+51%	+$727K	0.3%	119
2022 Q3	$1.26M	Buy	15,977 +10,196	+176%	+$849K	0.19%	123
2022 Q2	$480K	Buy	5,781 +1,532	+36%	+$133K	0.07%	140
2022 Q1	$388K	Buy	+4,249	New	+$368K	0.05%	153

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return