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Sanctuary Advisors’s iShares US Insurance ETF IAK Stock Holding History

Sanctuary 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
2025
Q4 		– Sell
-4,461
Closed -$598K – 2486
2025
Q3 		$598K Buy
4,461
+63
+1% +$8.24K ﹤0.01% 1599
2025
Q2 		$591K Buy
4,398
+81
+2% +$10.8K ﹤0.01% 1531
2025
Q1 		$595K Sell
4,317
-912
-17% -$119K ﹤0.01% 1422
2024
Q4 		$681K Sell
5,229
-183
-3% -$23.9K ﹤0.01% 1494
2024
Q3 		$736K Buy
5,412
+1,274
+31% +$155K ﹤0.01% 1451
2024
Q2 		$460K Buy
+4,138
New +$472K ﹤0.01% 1698

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Sanctuary Advisors's IAK Position: Q4 2025 in Review

Sanctuary Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 4,461 shares — an estimated $598K sold.

Sanctuary Advisors first reported a position in IAK in Q2 2024 and held it in 6 quarters. The position peaked at $736K in Q3 2024. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Sanctuary Advisors reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 4,461 iShares US Insurance ETF shares in Q4 2025, an estimated $598K.
  • Sanctuary Advisors first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 6 quarters.
  • Sanctuary Advisors's iShares US Insurance ETF position peaked at $736K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.