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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 $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return