Patriot Financial Group Insurance Agency’s iShares US Insurance ETF IAK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-49	Closed	-$4K	–	2085
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	1686
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	1775
2021 Q3	$4K	Hold	49	–	–	﹤0.01%	1762
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	1706
2021 Q1	$4K	Hold	49	–	–	﹤0.01%	1618
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	1561
2020 Q3	$3K	Hold	49	–	–	﹤0.01%	1364
2020 Q2	$3K	Buy	+49	New	+$2.58K	﹤0.01%	1306

Other funds holding IAK

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's IAK Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Insurance ETF (IAK) in Q2 2022, closing a stake of 49 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in IAK in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 71 funds tracked by Wall St. Rank hold IAK as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Insurance ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 49 iShares US Insurance ETF shares in Q2 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Insurance ETF in Q2 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares US Insurance ETF position peaked at $4K in Q1 2022.
71 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.