Moors & Cabot’s iShares US Insurance ETF IAK Stock Holding History

Moors & Cabot’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
2025 Q2	–	Sell	-3,089	Closed	-$426K	–	921
2025 Q1	$426K	Sell	3,089 -181	-6%	-$23.7K	0.02%	528
2024 Q4	$414K	Sell	3,270 -394	-11%	-$51.4K	0.02%	558
2024 Q3	$473K	Buy	3,664 +583	+19%	+$71.1K	0.02%	508
2024 Q2	$348K	Buy	+3,081	New	+$351K	0.02%	581

Other funds holding IAK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Moors & Cabot's IAK Position: Q2 2025 in Review

Moors & Cabot sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 3,089 shares — an estimated $426K sold.

Moors & Cabot first reported a position in IAK in Q2 2024 and held it in 4 quarters. The position peaked at $473K in Q3 2024. 177 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Moors & Cabot reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Moors & Cabot sold 3,089 iShares US Insurance ETF shares in Q2 2025, an estimated $426K.
Moors & Cabot first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 4 quarters.
Moors & Cabot's iShares US Insurance ETF position peaked at $473K in Q3 2024.
177 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.