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LFS Asset Management’s iShares US Insurance ETF IAK Stock Holding History

LFS Asset Management’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
2022
Q3 		– Sell
-54,346
Closed -$4.51M – 57
2022
Q2 		$4.51M Buy
+54,346
New +$4.7M 3.66% 7

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LFS Asset Management's IAK Position: Q3 2022 in Review

LFS Asset Management sold out of iShares US Insurance ETF (IAK) in Q3 2022, closing a stake of 54,346 shares — an estimated $4.51M sold.

LFS Asset Management first reported a position in IAK in Q2 2022 and held it in 1 quarter. The position peaked at $4.51M in Q2 2022. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

  • LFS Asset Management reported no remaining iShares US Insurance ETF position as of Q3 2022 after selling out during the quarter.
  • LFS Asset Management sold 54,346 iShares US Insurance ETF shares in Q3 2022, an estimated $4.51M.
  • LFS Asset Management first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 1 quarter.
  • LFS Asset Management's iShares US Insurance ETF position peaked at $4.51M in Q2 2022.
  • 76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.