Teamwork Financial Advisors
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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPC Financial Inc
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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.