Syon Capital’s iShares US Insurance ETF IAK Stock Holding History

Syon Capital’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	–	Sell	-2,372	Closed	-$300K	–	618
2024 Q4	$300K	Buy	+2,372	New	+$309K	0.03%	400

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Syon Capital's IAK Position: Q1 2025 in Review

Syon Capital sold out of iShares US Insurance ETF (IAK) in Q1 2025, closing a stake of 2,372 shares — an estimated $300K sold.

Syon Capital first reported a position in IAK in Q4 2024 and held it in 1 quarter. The position peaked at $300K in Q4 2024. 167 funds tracked by Wall St. Rank hold IAK as of Q1 2025.

Syon Capital reported no remaining iShares US Insurance ETF position as of Q1 2025 after selling out during the quarter.
Syon Capital sold 2,372 iShares US Insurance ETF shares in Q1 2025, an estimated $300K.
Syon Capital first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 1 quarter.
Syon Capital's iShares US Insurance ETF position peaked at $300K in Q4 2024.
167 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2025.

Based on Syon Capital's 13F filing for Q1 2025, filed 15 May 2025.