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Trust Company of Vermont’s iShares US Insurance ETF IAK Stock Holding History

Trust Company of Vermont’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 		$34K Hold
250
– – ﹤0.01% 643
2025
Q3 		$33.5K Buy
+250
New +$32.7K ﹤0.01% 634

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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Trust Company of Vermont's IAK Position: Q4 2025 in Review

Trust Company of Vermont held its iShares US Insurance ETF (IAK) position steady in Q4 2025 at 250 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Trust Company of Vermont first reported a position in IAK in Q3 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Trust Company of Vermont held 250 shares of iShares US Insurance ETF worth $34K as of Q4 2025.
  • Trust Company of Vermont left its iShares US Insurance ETF share count unchanged in Q4 2025.
  • iShares US Insurance ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #643 holding.
  • Trust Company of Vermont first reported a position in iShares US Insurance ETF in Q3 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.