Prostatis Group’s iShares US Insurance ETF IAK Stock Holding History

Prostatis 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
2025 Q2	–	Sell	-2,075	Closed	-$286K	–	161
2025 Q1	$286K	Sell	2,075 -976	-32%	-$128K	0.09%	123
2024 Q4	$386K	Buy	+3,051	New	+$398K	0.11%	115

Other funds holding IAK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

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

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

Prostatis Group's IAK Position: Q2 2025 in Review

Prostatis Group sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 2,075 shares — an estimated $286K sold.

Prostatis Group first reported a position in IAK in Q4 2024 and held it in 2 quarters. The position peaked at $386K in Q4 2024. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Prostatis Group reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Prostatis Group sold 2,075 iShares US Insurance ETF shares in Q2 2025, an estimated $286K.
Prostatis Group first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 2 quarters.
Prostatis Group's iShares US Insurance ETF position peaked at $386K in Q4 2024.
176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Prostatis Group's 13F filing for Q2 2025, filed 25 Jul 2025.