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SignatureFD’s iShares US Insurance ETF IAK Stock Holding History

SignatureFD’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
2019
Q2 		– Sell
-107
Closed -$7K – 2092
2019
Q1 		$7K Buy
+107
New +$6.7K ﹤0.01% 1510
2016
Q1 		– Sell
-1,200
Closed -$61K – 1405
2015
Q4 		$61K Hold
1,200
– – 0.01% 335
2015
Q3 		$58K Hold
1,200
– – 0.01% 319
2015
Q2 		$61K Hold
1,200
– – 0.01% 305
2015
Q1 		$59K Hold
1,200
– – 0.01% 294
2014
Q4 		$60K Buy
+1,200
New +$58.1K 0.01% 275

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SignatureFD's IAK Position: Q2 2019 in Review

SignatureFD sold out of iShares US Insurance ETF (IAK) in Q2 2019, closing a stake of 107 shares — an estimated $7K sold.

SignatureFD first reported a position in IAK in Q4 2014 and held it in 6 quarters. The position peaked at $61K in Q4 2015. 39 funds tracked by Wall St. Rank hold IAK as of Q2 2019.

  • SignatureFD reported no remaining iShares US Insurance ETF position as of Q2 2019 after selling out during the quarter.
  • SignatureFD sold 107 iShares US Insurance ETF shares in Q2 2019, an estimated $7K.
  • SignatureFD first reported a position in iShares US Insurance ETF in Q4 2014 and held it in 6 quarters.
  • SignatureFD's iShares US Insurance ETF position peaked at $61K in Q4 2015.
  • 39 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2019.

Based on SignatureFD's 13F filing for Q2 2019, filed 31 Jul 2019.