RPS Advisory Solutions’s iShares US Insurance ETF IAK Stock Holding History

RPS Advisory Solutions’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 Q4	–	Sell	-9,430	Closed	-$1.22M	–	107
2024 Q3	$1.22M	Sell	9,430 -1,209	-11%	-$147K	0.87%	23
2024 Q2	$1.2M	Buy	+10,639	New	+$1.21M	1.11%	23

Other funds holding IAK

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

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

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

SFI

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RPS Advisory Solutions's IAK Position: Q4 2024 in Review

RPS Advisory Solutions sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 9,430 shares — an estimated $1.22M sold.

RPS Advisory Solutions first reported a position in IAK in Q2 2024 and held it in 2 quarters. The position peaked at $1.22M in Q3 2024. 156 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

RPS Advisory Solutions reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
RPS Advisory Solutions sold 9,430 iShares US Insurance ETF shares in Q4 2024, an estimated $1.22M.
RPS Advisory Solutions first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 2 quarters.
RPS Advisory Solutions's iShares US Insurance ETF position peaked at $1.22M in Q3 2024.
156 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on RPS Advisory Solutions's 13F filing for Q4 2024, filed 3 Feb 2025.