TF
IAK icon

Trek Financial’s iShares US Insurance ETF IAK Stock Holding History

Trek Financial’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
Q2 		– Sell
-5,523
Closed -$648K – 425
2024
Q1 		$648K Buy
+5,523
New +$601K 0.05% 203

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFI
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Trek Financial's IAK Position: Q2 2024 in Review

Trek Financial sold out of iShares US Insurance ETF (IAK) in Q2 2024, closing a stake of 5,523 shares — an estimated $648K sold.

Trek Financial first reported a position in IAK in Q1 2024 and held it in 1 quarter. The position peaked at $648K in Q1 2024. 133 funds tracked by Wall St. Rank hold IAK as of Q2 2024.

  • Trek Financial reported no remaining iShares US Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • Trek Financial sold 5,523 iShares US Insurance ETF shares in Q2 2024, an estimated $648K.
  • Trek Financial first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 1 quarter.
  • Trek Financial's iShares US Insurance ETF position peaked at $648K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2024.

Based on Trek Financial's 13F filing for Q2 2024, filed 12 Aug 2024.