TTP Investments’s iShares US Insurance ETF IAK Stock Holding History

TTP Investments’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
2023 Q2	–	Sell	-9,677	Closed	-$829K	–	44
2023 Q1	$829K	Sell	9,677 -396	-4%	-$35.9K	0.64%	21
2022 Q4	$921K	Buy	+10,073	New	+$899K	0.97%	17

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TTP Investments's IAK Position: Q2 2023 in Review

TTP Investments sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 9,677 shares — an estimated $829K sold.

TTP Investments first reported a position in IAK in Q4 2022 and held it in 2 quarters. The position peaked at $921K in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

TTP Investments reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
TTP Investments sold 9,677 iShares US Insurance ETF shares in Q2 2023, an estimated $829K.
TTP Investments first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 2 quarters.
TTP Investments's iShares US Insurance ETF position peaked at $921K in Q4 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on TTP Investments's 13F filing for Q2 2023, filed 25 Jul 2023.