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PAG
Private Advisor Group’s
iShares US Insurance ETF
IAK
Stock Holding History
Private Advisor Group’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
$207K
Sell
1,612
-221
-12%
-$29.3K
﹤0.01%
2443
2025
Q4
$250K
Sell
1,833
-2,821
-61%
-$374K
﹤0.01%
2277
2025
Q3
$624K
Buy
4,654
+193
+4%
+$25.3K
﹤0.01%
1653
2025
Q2
$600K
Sell
4,461
-21,791
-83%
-$2.89M
﹤0.01%
1594
2025
Q1
$3.62M
Sell
26,252
-15,055
-36%
-$1.97M
0.02%
648
2024
Q4
$5.22M
Sell
41,307
-1,095
-3%
-$143K
0.03%
519
2024
Q3
$5.47M
Sell
42,402
-8,322
-16%
-$1.01M
0.03%
486
2024
Q2
$5.73M
Buy
50,724
+38,012
+299%
+$4.34M
0.04%
438
2024
Q1
$1.49M
Buy
12,712
+7,165
+129%
+$780K
0.01%
960
2023
Q4
$555K
Buy
+5,547
New
+$534K
﹤0.01%
1393
2020
Q3
–
Sell
-57
Closed
-$3K
–
2441
2020
Q2
$3K
Buy
+57
New
+$3K
﹤0.01%
3443
2016
Q1
–
Sell
-12,745
Closed
-$652K
–
1071
2015
Q4
$652K
Buy
+12,745
New
+$658K
0.03%
517
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
FP
Fiduciary Planning
Englewood, Florida
$331M AUM
19.25%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
LFA
Legend Financial Advisors
Pittsburgh, Pennsylvania
$155M AUM
36.74%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
CI
Cavalier Investments
Alpharetta, Georgia
$388M AUM
51.42%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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