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Smith Anglin Financial’s iShares US Insurance ETF IAK Stock Holding History

Smith Anglin Financial’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
Q2 		$1.19M Sell
8,862
-683
-7% -$90.7K 0.11% 78
2025
Q1 		$1.32M Sell
9,545
-970
-9% -$127K 0.14% 63
2024
Q4 		$1.33M Sell
10,515
-150
-1% -$19.6K 0.12% 63
2024
Q3 		$1.38M Sell
10,665
-87
-0.8% -$10.6K 0.13% 65
2024
Q2 		$1.21M Sell
10,752
-161
-1% -$18.4K 0.12% 64
2024
Q1 		$1.28M Buy
10,913
+834
+8% +$90.8K 0.13% 64
2023
Q4 		$1.01M Buy
10,079
+19
+0.2% +$1.83K 0.12% 70
2023
Q3 		$922K Hold
10,060
– – 0.11% 69
2023
Q2 		$884K Sell
10,060
-55
-0.5% -$4.75K 0.11% 74
2023
Q1 		$866K Buy
10,115
+7
+0.1% +$635 0.13% 68
2022
Q4 		$924K Buy
10,108
+11
+0.1% +$982 0.17% 58
2022
Q3 		$799K Buy
10,097
+11
+0.1% +$916 0.17% 55
2022
Q2 		$837K Buy
10,086
+140
+1% +$12.1K 0.24% 51
2022
Q1 		$907K Buy
9,946
+2,136
+27% +$185K 0.21% 50
2021
Q4 		$653K Buy
+7,810
New +$644K 0.11% 75

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smith Anglin Financial's IAK Position: Q2 2025 in Review

Smith Anglin Financial reduced its iShares US Insurance ETF (IAK) stake by 7.2% in Q2 2025, selling an estimated $90.7K and leaving 8,862 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #78.

Smith Anglin Financial first reported a position in IAK in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.38M in Q3 2024. 176 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Smith Anglin Financial held 8,862 shares of iShares US Insurance ETF worth $1.19M as of Q2 2025.
  • Smith Anglin Financial sold 683 iShares US Insurance ETF shares in Q2 2025, an estimated $90.7K.
  • iShares US Insurance ETF made up 0.11% of Smith Anglin Financial's portfolio in Q2 2025, its #78 holding.
  • Smith Anglin Financial first reported a position in iShares US Insurance ETF in Q4 2021 and has held it in 15 quarters since.
  • Smith Anglin Financial's iShares US Insurance ETF position peaked at $1.38M in Q3 2024.
  • 176 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.