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Spectrum Management Group’s iShares US Insurance ETF IAK Stock Holding History

Spectrum Management Group’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
2022
Q3 		$1.33M Buy
16,875
+431
+3% +$35.9K 0.29% 62
2022
Q2 		$1.36M Buy
+16,444
New +$1.42M 0.32% 61

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Management Group's IAK Position: Q3 2022 in Review

Spectrum Management Group increased its iShares US Insurance ETF (IAK) stake by 2.6% in Q3 2022, buying an estimated $35.9K and bringing the position to 16,875 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #62.

Spectrum Management Group first reported a position in IAK in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.36M in Q2 2022. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

  • Spectrum Management Group held 16,875 shares of iShares US Insurance ETF worth $1.33M as of Q3 2022.
  • Spectrum Management Group bought 431 iShares US Insurance ETF shares in Q3 2022, an estimated $35.9K.
  • iShares US Insurance ETF made up 0.29% of Spectrum Management Group's portfolio in Q3 2022, its #62 holding.
  • Spectrum Management Group first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 2 quarters since.
  • Spectrum Management Group's iShares US Insurance ETF position peaked at $1.36M in Q2 2022.
  • 76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.