Mariner
IAK icon

Mariner’s iShares US Insurance ETF IAK Stock Holding History

Mariner’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 		$1.28M Sell
9,991
-280
-3% -$37.2K ﹤0.01% 1794
2025
Q4 		$1.4M Buy
10,271
+132
+1% +$17.5K ﹤0.01% 1709
2025
Q3 		$1.36M Sell
10,139
-12,223
-55% -$1.6M ﹤0.01% 1676
2025
Q2 		$3.01M Buy
22,362
+734
+3% +$97.5K ﹤0.01% 1100
2025
Q1 		$2.98M Sell
21,628
-3,474
-14% -$454K 0.01% 1028
2024
Q4 		$3.17M Sell
25,102
-1,039
-4% -$136K 0.01% 986
2024
Q3 		$3.37M Buy
26,141
+805
+3% +$98.1K 0.01% 931
2024
Q2 		$2.86M Sell
25,336
-954
-4% -$109K 0.01% 935
2024
Q1 		$3.09M Sell
26,290
-8,312
-24% -$905K 0.01% 914
2023
Q4 		$3.46M Buy
+34,602
New +$3.33M 0.01% 819
2023
Q3 		– Sell
-11,507
Closed -$1.01M – 2959
2023
Q2 		$1.01M Sell
11,507
-363
-3% -$31.3K ﹤0.01% 1307
2023
Q1 		$1.02M Buy
11,870
+40
+0.3% +$3.63K ﹤0.01% 1263
2022
Q4 		$1.08M Buy
+11,830
New +$1.06M ﹤0.01% 1198

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
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
LFA
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
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return