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Money Concepts Capital’s iShares US Insurance ETF IAK Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-100
Closed -$9.14K – 1615
2022
Q4 		$9.14K Buy
+100
New +$8.93K ﹤0.01% 2058
2022
Q2 		– Sell
-100
Closed -$9K – 1994
2022
Q1 		$9K Buy
+100
New +$8.66K ﹤0.01% 1981

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Money Concepts Capital's IAK Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares US Insurance ETF (IAK) in Q1 2023, closing a stake of 100 shares — an estimated $9.14K sold.

Money Concepts Capital first reported a position in IAK in Q1 2022 and held it in 2 quarters. The position peaked at $9.14K in Q4 2022. 94 funds tracked by Wall St. Rank hold IAK as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares US Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 iShares US Insurance ETF shares in Q1 2023, an estimated $9.14K.
  • Money Concepts Capital first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares US Insurance ETF position peaked at $9.14K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.