Owen LaRue’s iShares US Insurance ETF IAK Stock Holding History

Owen LaRue’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 Q1	–	Sell	-5,358	Closed	-$678K	–	101
2024 Q4	$678K	Sell	5,358 -4,097	-43%	-$535K	0.35%	56
2024 Q3	$1.22M	Buy	+9,455	New	+$1.15M	0.65%	43

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

SFI

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Owen LaRue's IAK Position: Q1 2025 in Review

Owen LaRue sold out of iShares US Insurance ETF (IAK) in Q1 2025, closing a stake of 5,358 shares — an estimated $678K sold.

Owen LaRue first reported a position in IAK in Q3 2024 and held it in 2 quarters. The position peaked at $1.22M in Q3 2024. 166 funds tracked by Wall St. Rank hold IAK as of Q1 2025.

Owen LaRue reported no remaining iShares US Insurance ETF position as of Q1 2025 after selling out during the quarter.
Owen LaRue sold 5,358 iShares US Insurance ETF shares in Q1 2025, an estimated $678K.
Owen LaRue first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 2 quarters.
Owen LaRue's iShares US Insurance ETF position peaked at $1.22M in Q3 2024.
166 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2025.

Based on Owen LaRue's 13F filing for Q1 2025, filed 12 May 2025.