Muirfield Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Muirfield Wealth Advisors’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 Q4	–	Sell	-4,393	Closed	-$589K	–	78
2025 Q3	$589K	Buy	4,393 +17	+0.4%	+$2.23K	0.44%	45
2025 Q2	$588K	Sell	4,376 -395	-8%	-$52.4K	0.47%	44
2025 Q1	$658K	Sell	4,771 -2,365	-33%	-$309K	0.56%	36
2024 Q4	$902K	Sell	7,136 -503	-7%	-$65.6K	0.74%	32
2024 Q3	$986K	Sell	7,639 -702	-8%	-$85.6K	0.84%	28
2024 Q2	$942K	Buy	8,341 +207	+3%	+$23.6K	0.88%	29
2024 Q1	$955K	Sell	8,134 -941	-10%	-$102K	0.92%	27
2023 Q4	$909K	Buy	+9,075	New	+$874K	0.96%	23

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Muirfield Wealth Advisors's IAK Position: Q4 2025 in Review

Muirfield Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 4,393 shares — an estimated $589K sold.

Muirfield Wealth Advisors first reported a position in IAK in Q4 2023 and held it in 8 quarters. The position peaked at $986K in Q3 2024. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

Muirfield Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
Muirfield Wealth Advisors sold 4,393 iShares US Insurance ETF shares in Q4 2025, an estimated $589K.
Muirfield Wealth Advisors first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 8 quarters.
Muirfield Wealth Advisors's iShares US Insurance ETF position peaked at $986K in Q3 2024.
149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Muirfield Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.