Old Mission Capital’s iShares US Insurance ETF IAK Stock Holding History

Old Mission 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
2025 Q4	–	Sell	-4,935	Closed	-$661K	–	1138
2025 Q3	$661K	Buy	4,935 +2,088	+73%	+$273K	0.01%	605
2025 Q2	$383K	Sell	2,847 -585	-17%	-$77.7K	0.01%	814
2025 Q1	$473K	Sell	3,432 -10,428	-75%	-$1.36M	0.01%	636
2024 Q4	$1.75M	Buy	+13,860	New	+$1.81M	0.03%	237
2024 Q3	–	Sell	-4,376	Closed	-$494K	–	1579
2024 Q2	$494K	Buy	+4,376	New	+$499K	0.01%	741

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

LFA

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

Old Mission Capital's IAK Position: Q4 2025 in Review

Old Mission Capital sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 4,935 shares — an estimated $661K sold.

Old Mission Capital first reported a position in IAK in Q2 2024 and held it in 5 quarters. The position peaked at $1.75M in Q4 2024. 150 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

Old Mission Capital reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 4,935 iShares US Insurance ETF shares in Q4 2025, an estimated $661K.
Old Mission Capital first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 5 quarters.
Old Mission Capital's iShares US Insurance ETF position peaked at $1.75M in Q4 2024.
150 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.