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Raymond James Trust’s iShares US Insurance ETF IAK Stock Holding History

Raymond James Trust’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
Q3 		$222K Buy
+1,718
New +$209K ﹤0.01% 1200
2024
Q2 		– Sell
-1,718
Closed -$202K – 1281
2024
Q1 		$202K Buy
+1,718
New +$187K ﹤0.01% 1189

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Trust's IAK Position: Q3 2024 in Review

Raymond James Trust opened a new position in iShares US Insurance ETF (IAK) in Q3 2024: 1,718 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in IAK as recently as Q1 2024.

Raymond James Trust first reported a position in IAK in Q1 2024 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

  • Raymond James Trust held 1,718 shares of iShares US Insurance ETF worth $222K as of Q3 2024.
  • iShares US Insurance ETF was a new Raymond James Trust position in Q3 2024.
  • iShares US Insurance ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1200 holding.
  • Raymond James Trust first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.