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Silverleafe Capital Partners’s iShares US Insurance ETF IAK Stock Holding History

Silverleafe Capital Partners’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
-35,129
Closed -$3.97M – 85
2024
Q2 		$3.97M Buy
+35,129
New +$4.01M 1.36% 22

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silverleafe Capital Partners's IAK Position: Q3 2024 in Review

Silverleafe Capital Partners sold out of iShares US Insurance ETF (IAK) in Q3 2024, closing a stake of 35,129 shares — an estimated $3.97M sold.

Silverleafe Capital Partners first reported a position in IAK in Q2 2024 and held it in 1 quarter. The position peaked at $3.97M in Q2 2024. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

  • Silverleafe Capital Partners reported no remaining iShares US Insurance ETF position as of Q3 2024 after selling out during the quarter.
  • Silverleafe Capital Partners sold 35,129 iShares US Insurance ETF shares in Q3 2024, an estimated $3.97M.
  • Silverleafe Capital Partners first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 1 quarter.
  • Silverleafe Capital Partners's iShares US Insurance ETF position peaked at $3.97M in Q2 2024.
  • 148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on Silverleafe Capital Partners's 13F filing for Q3 2024, filed 12 Nov 2024.