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Stratos Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-6,494
Closed -$895K – 1448
2025
Q1 		$895K Sell
6,494
-52
-0.8% -$6.8K 0.01% 701
2024
Q4 		$828K Sell
6,546
-146
-2% -$19K 0.01% 764
2024
Q3 		$864K Buy
6,692
+25
+0.4% +$3.05K 0.01% 739
2024
Q2 		$753K Buy
+6,667
New +$761K 0.01% 754

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Partners's IAK Position: Q2 2025 in Review

Stratos Wealth Partners sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 6,494 shares — an estimated $895K sold.

Stratos Wealth Partners first reported a position in IAK in Q2 2024 and held it in 4 quarters. The position peaked at $895K in Q1 2025. 177 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

  • Stratos Wealth Partners reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,494 iShares US Insurance ETF shares in Q2 2025, an estimated $895K.
  • Stratos Wealth Partners first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 4 quarters.
  • Stratos Wealth Partners's iShares US Insurance ETF position peaked at $895K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.