Planned Solutions’s iShares US Insurance ETF IAK Stock Holding History

Planned 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	-731	Closed	-$94.3K	–	344
2024 Q3	$94.3K	Buy	+731	New	+$89.1K	0.04%	217
2024 Q1	–	Sell	-731	Closed	-$73.2K	–	288
2023 Q4	$73.2K	Buy	+731	New	+$70.4K	0.03%	230
2021 Q1	–	Sell	-330	Closed	-$22K	–	216
2020 Q4	$22K	Hold	330	–	–	0.02%	276
2020 Q3	$18K	Buy	+330	New	+$18.9K	0.02%	222

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planned Solutions's IAK Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 731 shares — an estimated $94.3K sold.

Planned Solutions first reported a position in IAK in Q3 2020 and held it in 4 quarters. The position peaked at $94.3K in Q3 2024. 156 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

Planned Solutions reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 731 iShares US Insurance ETF shares in Q4 2024, an estimated $94.3K.
Planned Solutions first reported a position in iShares US Insurance ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's iShares US Insurance ETF position peaked at $94.3K in Q3 2024.
156 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.