Madden Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

Madden Advisory Services’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
2020 Q1	–	Sell	-5,515	Closed	-$393K	–	78
2019 Q4	$393K	Hold	5,515	–	–	0.26%	58
2019 Q3	$397K	Sell	5,515 -950	-15%	-$67.4K	0.28%	60
2019 Q2	$457K	Hold	6,465	–	–	0.29%	63
2019 Q1	$411K	Hold	6,465	–	–	0.22%	73
2018 Q4	$373K	Hold	6,465	–	–	0.23%	72
2018 Q3	$428K	Hold	6,465	–	–	0.26%	65
2018 Q2	$397K	Hold	6,465	–	–	0.25%	66
2018 Q1	$417K	Hold	6,465	–	–	0.25%	70
2017 Q4	$430K	Hold	6,465	–	–	0.26%	71
2017 Q3	$411K	Hold	6,465	–	–	0.26%	73
2017 Q2	$404K	Hold	6,465	–	–	0.27%	71
2017 Q1	$391K	Hold	6,465	–	–	0.25%	71
2016 Q4	$383K	Hold	6,465	–	–	0.26%	69
2016 Q3	$341K	Hold	6,465	–	–	0.21%	82
2016 Q2	$327K	Hold	6,465	–	–	0.2%	82
2016 Q1	$322K	Hold	6,465	–	–	0.21%	80
2015 Q4	$330K	Buy	6,465 +950	+17%	+$49K	0.22%	78
2015 Q3	$268K	Hold	5,515	–	–	0.18%	89
2015 Q2	$278K	Hold	5,515	–	–	0.17%	85
2015 Q1	$273K	Hold	5,515	–	–	0.16%	87
2014 Q4	$276K	Hold	5,515	–	–	0.16%	88
2014 Q3	$260K	Hold	5,515	–	–	0.13%	94
2014 Q2	$264K	Hold	5,515	–	–	0.13%	90
2014 Q1	$253K	Buy	5,515 +2,815	+104%	+$127K	0.14%	87
2013 Q4	$128K	Buy	+2,700	New	+$123K	0.1%	88

Other funds holding IAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

Madden Advisory Services's IAK Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares US Insurance ETF (IAK) in Q1 2020, closing a stake of 5,515 shares — an estimated $393K sold.

Madden Advisory Services first reported a position in IAK in Q4 2013 and held it in 25 quarters. The position peaked at $457K in Q2 2019. 33 funds tracked by Wall St. Rank hold IAK as of Q1 2020.

Madden Advisory Services reported no remaining iShares US Insurance ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 5,515 iShares US Insurance ETF shares in Q1 2020, an estimated $393K.
Madden Advisory Services first reported a position in iShares US Insurance ETF in Q4 2013 and held it in 25 quarters.
Madden Advisory Services's iShares US Insurance ETF position peaked at $457K in Q2 2019.
33 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.