SWC
IAK icon

Spectrum Wealth Counsel’s iShares US Insurance ETF IAK Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$9.86M Buy
71,539
+12,307
+21% +$1.61M 1.18% 24
2024
Q4 		$7.49M Buy
59,232
+604
+1% +$78.8K 0.88% 33
2024
Q3 		$7.57M Buy
58,628
+4,863
+9% +$593K 0.89% 33
2024
Q2 		$6.07M Buy
53,765
+53,325
+12,119% +$6.08M 0.77% 37
2024
Q1 		$51.7K Buy
+440
New +$47.9K 0.01% 208

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Spectrum Wealth Counsel's IAK Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares US Insurance ETF (IAK) stake by 21% in Q1 2025, buying an estimated $1.61M and bringing the position to 71,539 shares worth $9.86M. The position accounts for 1.18% of the portfolio, ranked #24.

Spectrum Wealth Counsel first reported a position in IAK in Q1 2024 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold IAK as of Q1 2025.

  • Spectrum Wealth Counsel held 71,539 shares of iShares US Insurance ETF worth $9.86M as of Q1 2025.
  • Spectrum Wealth Counsel bought 12,307 iShares US Insurance ETF shares in Q1 2025, an estimated $1.61M.
  • iShares US Insurance ETF made up 1.18% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #24 holding.
  • Spectrum Wealth Counsel first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.