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RFG Advisory’s iShares US Insurance ETF IAK Stock Holding History

RFG Advisory’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 		$4.48M Buy
34,887
+2,401
+7% +$319K 0.08% 174
2025
Q4 		$4.42M Buy
32,486
+1,721
+6% +$228K 0.08% 174
2025
Q3 		$4.12M Buy
30,765
+4,411
+17% +$577K 0.09% 169
2025
Q2 		$3.54M Buy
26,354
+5,370
+26% +$713K 0.08% 190
2025
Q1 		$2.89M Buy
20,984
+4,487
+27% +$586K 0.08% 184
2024
Q4 		$2.09M Buy
16,497
+14,663
+800% +$1.91M 0.06% 244
2024
Q3 		$237K Buy
+1,834
New +$224K 0.01% 675
2023
Q3 		– Sell
-22,358
Closed -$1.97M – 650
2023
Q2 		$1.97M Sell
22,358
-182
-0.8% -$15.7K 0.09% 169
2023
Q1 		$1.93M Buy
22,540
+1,175
+5% +$107K 0.09% 167
2022
Q4 		$1.97M Buy
+21,365
New +$1.91M 0.1% 156

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