MOTCO’s iShares US Insurance ETF IAK Stock Holding History

MOTCO’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
2024 Q3	–	Sell	-205	Closed	-$23.1K	–	606
2024 Q2	$23.1K	Buy	+205	New	+$23.4K	﹤0.01%	486

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MOTCO's IAK Position: Q3 2024 in Review

MOTCO sold out of iShares US Insurance ETF (IAK) in Q3 2024, closing a stake of 205 shares — an estimated $23.1K sold.

MOTCO first reported a position in IAK in Q2 2024 and held it in 1 quarter. The position peaked at $23.1K in Q2 2024. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

MOTCO reported no remaining iShares US Insurance ETF position as of Q3 2024 after selling out during the quarter.
MOTCO sold 205 iShares US Insurance ETF shares in Q3 2024, an estimated $23.1K.
MOTCO first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 1 quarter.
MOTCO's iShares US Insurance ETF position peaked at $23.1K in Q2 2024.
148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on MOTCO's 13F filing for Q3 2024, filed 5 Nov 2024.