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Truvestments Capital’s iShares US Insurance ETF IAK Stock Holding History

Truvestments Capital’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
2018
Q3 		$7K Buy
+100
New +$6.52K ﹤0.01% 700

Other funds holding IAK

BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Truvestments Capital's IAK Position: Q3 2018 in Review

Truvestments Capital opened a new position in iShares US Insurance ETF (IAK) in Q3 2018: 100 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

40 funds tracked by Wall St. Rank hold IAK as of Q3 2018.

  • Truvestments Capital held 100 shares of iShares US Insurance ETF worth $7K as of Q3 2018.
  • iShares US Insurance ETF was a new Truvestments Capital position in Q3 2018.
  • iShares US Insurance ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q3 2018, its #700 holding.
  • 40 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.