Sigma Planning Corp’s iShares US Insurance ETF IAK Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-3,848	Closed	-$435K	–	1244
2024 Q2	$435K	Buy	+3,848	New	+$439K	0.01%	787
2023 Q2	–	Sell	-2,569	Closed	-$220K	–	1281
2023 Q1	$220K	Buy	2,569 +53	+2%	+$4.81K	0.01%	1136
2022 Q4	$230K	Buy	+2,516	New	+$225K	0.01%	1084

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sigma Planning Corp's IAK Position: Q3 2024 in Review

Sigma Planning Corp sold out of iShares US Insurance ETF (IAK) in Q3 2024, closing a stake of 3,848 shares — an estimated $435K sold.

Sigma Planning Corp first reported a position in IAK in Q4 2022 and held it in 3 quarters. The position peaked at $435K in Q2 2024. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

Sigma Planning Corp reported no remaining iShares US Insurance ETF position as of Q3 2024 after selling out during the quarter.
Sigma Planning Corp sold 3,848 iShares US Insurance ETF shares in Q3 2024, an estimated $435K.
Sigma Planning Corp first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 3 quarters.
Sigma Planning Corp's iShares US Insurance ETF position peaked at $435K in Q2 2024.
148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.