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Tucker Asset Management’s iShares US Insurance ETF IAK Stock Holding History

Tucker Asset 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
2023
Q2 		– Sell
-223
Closed -$19.1K – 1228
2023
Q1 		$19.1K Buy
+223
New +$20.2K 0.01% 424

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tucker Asset Management's IAK Position: Q2 2023 in Review

Tucker Asset Management sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 223 shares — an estimated $19.1K sold.

Tucker Asset Management first reported a position in IAK in Q1 2023 and held it in 1 quarter. The position peaked at $19.1K in Q1 2023. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

  • Tucker Asset Management reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
  • Tucker Asset Management sold 223 iShares US Insurance ETF shares in Q2 2023, an estimated $19.1K.
  • Tucker Asset Management first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 1 quarter.
  • Tucker Asset Management's iShares US Insurance ETF position peaked at $19.1K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.