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Tortoise Investment Management’s iShares US Insurance ETF IAK Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-314
Closed -$42.1K – 777
2025
Q3 		$42.1K Hold
314
– – ﹤0.01% 420
2025
Q2 		$42.2K Hold
314
– – ﹤0.01% 413
2025
Q1 		$43.3K Hold
314
– – ﹤0.01% 396
2024
Q4 		$39.7K Hold
314
– – ﹤0.01% 451
2024
Q3 		$40.5K Hold
314
– – ﹤0.01% 447
2024
Q2 		$35.5K Hold
314
– – ﹤0.01% 443
2024
Q1 		$36.9K Buy
+314
New +$34.2K ﹤0.01% 425

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Tortoise Investment Management's IAK Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 314 shares — an estimated $42.1K sold.

Tortoise Investment Management first reported a position in IAK in Q1 2024 and held it in 7 quarters. The position peaked at $43.3K in Q1 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 314 iShares US Insurance ETF shares in Q4 2025, an estimated $42.1K.
  • Tortoise Investment Management first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's iShares US Insurance ETF position peaked at $43.3K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.