Teamwork Financial Advisors’s iShares US Insurance ETF IAK Stock Holding History

Teamwork Financial Advisors’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
2023 Q4	–	Sell	-20,338	Closed	-$1.86M	–	201
2023 Q3	$1.86M	Buy	20,338 +720	+4%	+$65.4K	0.3%	54
2023 Q2	$1.72M	Buy	+19,618	New	+$1.69M	0.28%	61
2023 Q1	–	Sell	-16,634	Closed	-$1.52M	–	197
2022 Q4	$1.52M	Buy	16,634 +5,747	+53%	+$513K	0.31%	54
2022 Q3	$861K	Buy	+10,887	New	+$907K	0.19%	81

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Teamwork Financial Advisors's IAK Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2023, closing a stake of 20,338 shares — an estimated $1.86M sold.

Teamwork Financial Advisors first reported a position in IAK in Q3 2022 and held it in 4 quarters. The position peaked at $1.86M in Q3 2023. 100 funds tracked by Wall St. Rank hold IAK as of Q4 2023.

Teamwork Financial Advisors reported no remaining iShares US Insurance ETF position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 20,338 iShares US Insurance ETF shares in Q4 2023, an estimated $1.86M.
Teamwork Financial Advisors first reported a position in iShares US Insurance ETF in Q3 2022 and held it in 4 quarters.
Teamwork Financial Advisors's iShares US Insurance ETF position peaked at $1.86M in Q3 2023.
100 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.