Ruggie Capital Group
IAK icon

Ruggie Capital Group’s iShares US Insurance ETF IAK Stock Holding History

Ruggie Capital 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
2017
Q2 		– Sell
-1,842
Closed -$112K – 291
2017
Q1 		$112K Buy
+1,842
New +$111K 0.08% 85

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Martin & Co
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Ruggie Capital Group's IAK Position: Q2 2017 in Review

Ruggie Capital Group sold out of iShares US Insurance ETF (IAK) in Q2 2017, closing a stake of 1,842 shares — an estimated $112K sold.

Ruggie Capital Group first reported a position in IAK in Q1 2017 and held it in 1 quarter. The position peaked at $112K in Q1 2017. 48 funds tracked by Wall St. Rank hold IAK as of Q2 2017.

  • Ruggie Capital Group reported no remaining iShares US Insurance ETF position as of Q2 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 1,842 iShares US Insurance ETF shares in Q2 2017, an estimated $112K.
  • Ruggie Capital Group first reported a position in iShares US Insurance ETF in Q1 2017 and held it in 1 quarter.
  • Ruggie Capital Group's iShares US Insurance ETF position peaked at $112K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2017.

Based on Ruggie Capital Group's 13F filing for Q2 2017, filed 1 Aug 2017.