TAP Consulting’s iShares US Insurance ETF IAK Stock Holding History

TAP Consulting’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
2024 Q4	$1.82M	Sell	14,363 -2,182	-13%	-$285K	0.37%	77
2024 Q3	$2.14M	Sell	16,545 -9,204	-36%	-$1.12M	0.42%	68
2024 Q2	$2.91M	Buy	25,749 +10,359	+67%	+$1.18M	0.61%	46
2024 Q1	$1.81M	Buy	+15,390	New	+$1.68M	0.4%	73

Other funds holding IAK

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAP Consulting's IAK Position: Q4 2024 in Review

TAP Consulting reduced its iShares US Insurance ETF (IAK) stake by 13% in Q4 2024, selling an estimated $285K and leaving 14,363 shares worth $1.82M. The position accounts for 0.37% of the portfolio, ranked #77.

TAP Consulting first reported a position in IAK in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.91M in Q2 2024. 156 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

TAP Consulting held 14,363 shares of iShares US Insurance ETF worth $1.82M as of Q4 2024.
TAP Consulting sold 2,182 iShares US Insurance ETF shares in Q4 2024, an estimated $285K.
iShares US Insurance ETF made up 0.37% of TAP Consulting's portfolio in Q4 2024, its #77 holding.
TAP Consulting first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 4 quarters since.
TAP Consulting's iShares US Insurance ETF position peaked at $2.91M in Q2 2024.
156 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.