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Realta Investment Advisors’s iShares US Insurance ETF IAK Stock Holding History

Realta Investment 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 		– Sell
-440
Closed -$59.9K – 384
2025
Q4 		$59.9K Sell
440
-375
-46% -$49.7K 0.02% 244
2025
Q3 		$109K Buy
815
+530
+186% +$69.4K 0.04% 208
2025
Q2 		$38.3K Buy
+285
New +$37.8K 0.02% 239
2024
Q3 		– Sell
-191
Closed -$21.6K – 525
2024
Q2 		$21.6K Hold
191
– – ﹤0.01% 613
2024
Q1 		$22.4K Buy
+191
New +$20.8K ﹤0.01% 625
2023
Q4 		– Sell
-340
Closed -$29.9K – 574
2023
Q3 		$29.9K Hold
340
– – 0.01% 569
2023
Q2 		$29.9K Buy
+340
New +$29.4K 0.01% 612
2023
Q1 		– Sell
-270
Closed -$24.7K – 583
2022
Q4 		$24.7K Buy
+270
New +$24.1K 0.01% 623

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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
LFA
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
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return