Southern Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Southern Capital Advisors’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
2023 Q2	–	Sell	-6,832	Closed	-$585K	–	74
2023 Q1	$585K	Sell	6,832 -989	-13%	-$89.8K	0.43%	38
2022 Q4	$715K	Sell	7,821 -810	-9%	-$72.3K	0.55%	36
2022 Q3	$683K	Buy	8,631 +2,038	+31%	+$170K	0.56%	32
2022 Q2	$547K	Buy	6,593 +827	+14%	+$71.6K	0.43%	34
2022 Q1	$526K	Buy	+5,766	New	+$500K	0.36%	38

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

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

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

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

Southern Capital Advisors's IAK Position: Q2 2023 in Review

Southern Capital Advisors sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 6,832 shares — an estimated $585K sold.

Southern Capital Advisors first reported a position in IAK in Q1 2022 and held it in 5 quarters. The position peaked at $715K in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

Southern Capital Advisors reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
Southern Capital Advisors sold 6,832 iShares US Insurance ETF shares in Q2 2023, an estimated $585K.
Southern Capital Advisors first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 5 quarters.
Southern Capital Advisors's iShares US Insurance ETF position peaked at $715K in Q4 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Southern Capital Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.