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Peterson Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Peterson Wealth Management’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
Q3 		– Sell
-25,478
Closed -$3.43M – 40
2025
Q2 		$3.43M Buy
+25,478
New +$3.38M 2.03% 19

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Management's IAK Position: Q3 2025 in Review

Peterson Wealth Management sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 25,478 shares — an estimated $3.43M sold.

Peterson Wealth Management first reported a position in IAK in Q2 2025 and held it in 1 quarter. The position peaked at $3.43M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

  • Peterson Wealth Management reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Management sold 25,478 iShares US Insurance ETF shares in Q3 2025, an estimated $3.43M.
  • Peterson Wealth Management first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 1 quarter.
  • Peterson Wealth Management's iShares US Insurance ETF position peaked at $3.43M in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on Peterson Wealth Management's 13F filing for Q3 2025, filed 17 Dec 2025.