PFG Advisors’s iShares US Insurance ETF IAK Stock Holding History

PFG Advisors’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
2026 Q1	$1.94M	Buy	15,121 +194	+1%	+$25.7K	0.09%	247
2025 Q4	$2.03M	Buy	14,927 +1,522	+11%	+$202K	0.1%	241
2025 Q3	$1.8M	Buy	+13,405	New	+$1.75M	0.07%	286
2025 Q2	–	Sell	-11,783	Closed	-$1.62M	–	673
2025 Q1	$1.62M	Sell	11,783 -388	-3%	-$50.7K	0.09%	253
2024 Q4	$1.54M	Buy	12,171 +1,739	+17%	+$227K	0.09%	231
2024 Q3	$1.35M	Sell	10,432 -3,008	-22%	-$367K	0.08%	249
2024 Q2	$1.52M	Buy	13,440 +4,977	+59%	+$568K	0.1%	221
2024 Q1	$994K	Buy	8,463 +3,026	+56%	+$329K	0.07%	288
2023 Q4	$544K	Buy	5,437 +4	+0.1%	+$385	0.04%	350
2023 Q3	$498K	Sell	5,433 -73	-1%	-$6.63K	0.04%	356
2023 Q2	$484K	Buy	5,506 +510	+10%	+$44K	0.04%	404
2023 Q1	$428K	Buy	4,996 +1,402	+39%	+$127K	0.04%	422
2022 Q4	$329K	Buy	+3,594	New	+$321K	0.03%	431

Other funds holding IAK

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return