Oliver Lagore Vanvalin Investment Group’s iShares US Insurance ETF IAK Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$2.76K	Buy	+20	New	+$2.65K	﹤0.01%	528

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

MMA

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

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

SFI

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

Oliver Lagore Vanvalin Investment Group's IAK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares US Insurance ETF (IAK) in Q2 2025: 20 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

175 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 20 shares of iShares US Insurance ETF worth $2.76K as of Q2 2025.
iShares US Insurance ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares US Insurance ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #528 holding.
175 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.