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Personal CFO Solutions’s iShares US Insurance ETF IAK Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-7,288
Closed -$941K – 528
2024
Q3 		$941K Buy
7,288
+169
+2% +$20.6K 0.13% 151
2024
Q2 		$804K Buy
7,119
+453
+7% +$51.7K 0.12% 160
2024
Q1 		$783K Buy
6,666
+575
+9% +$62.6K 0.12% 168
2023
Q4 		$610K Buy
6,091
+327
+6% +$31.5K 0.11% 190
2023
Q3 		$528K Sell
5,764
-86
-1% -$7.82K 0.1% 186
2023
Q2 		$514K Sell
5,850
-733
-11% -$63.3K 0.1% 196
2023
Q1 		$564K Buy
+6,583
New +$598K 0.12% 174

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Personal CFO Solutions's IAK Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 7,288 shares — an estimated $941K sold.

Personal CFO Solutions first reported a position in IAK in Q1 2023 and held it in 7 quarters. The position peaked at $941K in Q3 2024. 156 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 7,288 iShares US Insurance ETF shares in Q4 2024, an estimated $941K.
  • Personal CFO Solutions first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 7 quarters.
  • Personal CFO Solutions's iShares US Insurance ETF position peaked at $941K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.