Saxony Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Saxony Capital Management’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 Q1	–	Sell	-3,268	Closed	-$413K	–	128
2024 Q4	$413K	Sell	3,268 -563	-15%	-$73.5K	0.36%	66
2024 Q3	$494K	Buy	3,831 +1,690	+79%	+$206K	0.45%	60
2024 Q2	$242K	Buy	+2,141	New	+$244K	0.27%	105

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Saxony Capital Management's IAK Position: Q1 2025 in Review

Saxony Capital Management sold out of iShares US Insurance ETF (IAK) in Q1 2025, closing a stake of 3,268 shares — an estimated $413K sold.

Saxony Capital Management first reported a position in IAK in Q2 2024 and held it in 3 quarters. The position peaked at $494K in Q3 2024. 167 funds tracked by Wall St. Rank hold IAK as of Q1 2025.

Saxony Capital Management reported no remaining iShares US Insurance ETF position as of Q1 2025 after selling out during the quarter.
Saxony Capital Management sold 3,268 iShares US Insurance ETF shares in Q1 2025, an estimated $413K.
Saxony Capital Management first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 3 quarters.
Saxony Capital Management's iShares US Insurance ETF position peaked at $494K in Q3 2024.
167 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2025.

Based on Saxony Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.