SPC Financial Inc’s iShares US Insurance ETF IAK Stock Holding History

SPC Financial Inc’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 Q3	$20.9M	Sell	155,943 -1,376	-0.9%	-$180K	1.63%	21
2025 Q2	$21.2M	Sell	157,319 -6,520	-4%	-$866K	1.77%	18
2025 Q1	$22.6M	Sell	163,839 -4,016	-2%	-$525K	1.99%	14
2024 Q4	$21.2M	Buy	167,855 +434	+0.3%	+$56.6K	1.85%	15
2024 Q3	$21.6M	Sell	167,421 -11,165	-6%	-$1.36M	1.9%	15
2024 Q2	$20.2M	Sell	178,586 -3,054	-2%	-$348K	1.87%	17
2024 Q1	$21.3M	Sell	181,640 -5,934	-3%	-$646K	2%	16
2023 Q4	$18.8M	Sell	187,574 -7,106	-4%	-$684K	1.91%	17
2023 Q3	$17.8M	Sell	194,680 -7,158	-4%	-$650K	2%	15
2023 Q2	$17.7M	Buy	201,838 +4,082	+2%	+$352K	1.92%	15
2023 Q1	$16.9M	Buy	197,756 +2,464	+1%	+$224K	1.93%	18
2022 Q4	$17.8M	Sell	195,292 -1,159	-0.6%	-$103K	2.11%	14
2022 Q3	$15.5M	Buy	+196,451	New	+$16.4M	1.93%	16

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPC Financial Inc's IAK Position: Q3 2025 in Review

SPC Financial Inc reduced its iShares US Insurance ETF (IAK) stake by 0.87% in Q3 2025, selling an estimated $180K and leaving 155,943 shares worth $20.9M. The position accounts for 1.63% of the portfolio, ranked #21.

SPC Financial Inc first reported a position in IAK in Q3 2022 and has held it in 13 quarters since. The position peaked at $22.6M in Q1 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

SPC Financial Inc held 155,943 shares of iShares US Insurance ETF worth $20.9M as of Q3 2025.
SPC Financial Inc sold 1,376 iShares US Insurance ETF shares in Q3 2025, an estimated $180K.
iShares US Insurance ETF made up 1.63% of SPC Financial Inc's portfolio in Q3 2025, its #21 holding.
SPC Financial Inc first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 13 quarters since.
SPC Financial Inc's iShares US Insurance ETF position peaked at $22.6M in Q1 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.