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OneDigital Investment Advisors’s iShares US Insurance ETF IAK Stock Holding History

OneDigital Investment 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
2019
Q2 		– Sell
-5,598
Closed -$356K – 1224
2019
Q1 		$356K Sell
5,598
-2,791
-33% -$175K 0.05% 207
2018
Q4 		$484K Buy
8,389
+2,389
+40% +$147K 0.08% 161
2018
Q3 		$398K Buy
+6,000
New +$391K 0.09% 119

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's IAK Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of iShares US Insurance ETF (IAK) in Q2 2019, closing a stake of 5,598 shares — an estimated $356K sold.

OneDigital Investment Advisors first reported a position in IAK in Q3 2018 and held it in 3 quarters. The position peaked at $484K in Q4 2018. 39 funds tracked by Wall St. Rank hold IAK as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining iShares US Insurance ETF position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,598 iShares US Insurance ETF shares in Q2 2019, an estimated $356K.
  • OneDigital Investment Advisors first reported a position in iShares US Insurance ETF in Q3 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's iShares US Insurance ETF position peaked at $484K in Q4 2018.
  • 39 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.