NewEdge Advisors’s iShares US Insurance ETF IAK Stock Holding History

NewEdge 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
2026 Q1	$10.9K	Sell	85 -832	-91%	-$110K	﹤0.01%	3379
2025 Q4	$125K	Sell	917 -3,611	-80%	-$478K	﹤0.01%	2698
2025 Q3	$607K	Sell	4,528 -22,255	-83%	-$2.91M	﹤0.01%	1702
2025 Q2	$3.6M	Buy	26,783 +2,230	+9%	+$296K	0.02%	699
2025 Q1	$3.38M	Buy	24,553 +1,233	+5%	+$161K	0.02%	645
2024 Q4	$2.95M	Buy	23,320 +2,651	+13%	+$346K	0.02%	670
2024 Q3	$2.67M	Buy	20,669 +13,193	+176%	+$1.61M	0.02%	685
2024 Q2	$844K	Buy	7,476 +5,613	+301%	+$640K	0.01%	1153
2024 Q1	$219K	Buy	1,863 +1,093	+142%	+$119K	﹤0.01%	1799
2023 Q4	$77.1K	Sell	770 -200	-21%	-$19.3K	﹤0.01%	2052
2023 Q3	$88.9K	Sell	970 -840	-46%	-$76.3K	﹤0.01%	1880
2023 Q2	$159K	Sell	1,810 -40	-2%	-$3.45K	﹤0.01%	1709
2023 Q1	$158K	Sell	1,850 -14,912	-89%	-$1.35M	﹤0.01%	1614
2022 Q4	$1.36M	Buy	16,762 +899	+6%	+$80.2K	0.04%	425
2022 Q3	$1.25M	Buy	15,863 +1,389	+10%	+$116K	0.02%	563
2022 Q2	$1.2M	Buy	+14,474	New	+$1.25M	0.02%	601

Other funds holding IAK

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return