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TFB Advisors’s iShares US Insurance ETF IAK Stock Holding History

TFB 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
2026
Q1 		– Sell
-2,453
Closed -$334K – 242
2025
Q4 		$334K Sell
2,453
-72
-3% -$9.54K 0.09% 229
2025
Q3 		$338K Sell
2,525
-195
-7% -$25.5K 0.1% 221
2025
Q2 		$366K Sell
2,720
-492
-15% -$65.3K 0.1% 228
2025
Q1 		$443K Sell
3,212
-151
-4% -$19.7K 0.13% 187
2024
Q4 		$425K Buy
3,363
+17
+0.5% +$2.22K 0.12% 184
2024
Q3 		$432K Buy
3,346
+348
+12% +$42.4K 0.13% 184
2024
Q2 		$339K Buy
2,998
+2
+0.1% +$228 0.11% 203
2024
Q1 		$338K Sell
2,996
-1
-0% -$109 0.12% 183
2023
Q4 		$300K Buy
+2,997
New +$289K 0.15% 125
2023
Q3 		– Sell
-3,232
Closed -$284K – 149
2023
Q2 		$284K Buy
+3,232
New +$279K 0.12% 185

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return