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Stephens Inc’s iShares US Insurance ETF IAK Stock Holding History

Stephens 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
2026
Q1 		$429K Sell
3,342
-68
-2% -$9.02K 0.01% 905
2025
Q4 		$464K Buy
3,410
+14
+0.4% +$1.85K 0.01% 877
2025
Q3 		$455K Buy
3,396
+11
+0.3% +$1.44K 0.01% 886
2025
Q2 		$455K Buy
3,385
+7
+0.2% +$929 0.01% 868
2025
Q1 		$466K Buy
3,378
+16
+0.5% +$2.09K 0.01% 844
2024
Q4 		$425K Sell
3,362
-388
-10% -$50.6K 0.01% 900
2024
Q3 		$484K Buy
3,750
+11
+0.3% +$1.34K 0.01% 850
2024
Q2 		$422K Buy
3,739
+5
+0.1% +$570 0.01% 868
2024
Q1 		$438K Sell
3,734
-401
-10% -$43.7K 0.01% 869
2023
Q4 		$414K Buy
4,135
+26
+0.6% +$2.5K 0.01% 821
2023
Q3 		$377K Hold
4,109
– – 0.01% 823
2023
Q2 		$361K Buy
4,109
+1,397
+52% +$121K 0.01% 857
2023
Q1 		$232K Buy
2,712
+9
+0.3% +$817 ﹤0.01% 979
2022
Q4 		$247K Buy
2,703
+14
+0.5% +$1.25K 0.01% 926
2022
Q3 		$213K Buy
2,689
+15
+0.6% +$1.25K ﹤0.01% 1014
2022
Q2 		$222K Buy
+2,674
New +$231K ﹤0.01% 1036
2018
Q1 		– Sell
-3,178
Closed -$212K – 701
2017
Q4 		$212K Sell
3,178
-419
-12% -$27.7K 0.01% 638
2017
Q3 		$229K Hold
3,597
– – 0.01% 635
2017
Q2 		$225K Sell
3,597
-579
-14% -$35.3K 0.01% 769
2017
Q1 		$253K Buy
4,176
+54
+1% +$3.27K 0.01% 713
2016
Q4 		$245K Buy
+4,122
New +$232K 0.01% 658

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return