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

Tudor 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
2025
Q4 		– Sell
-24,135
Closed -$3.23M – 144
2025
Q3 		$3.23M Buy
24,135
+376
+2% +$49.2K 1.72% 13
2025
Q2 		$3.19M Sell
23,759
-707
-3% -$93.9K 1.81% 11
2025
Q1 		$3.37M Sell
24,466
-39
-0.2% -$5.1K 2.02% 9
2024
Q4 		$3.1M Buy
24,505
+685
+3% +$89.4K 1.81% 11
2024
Q3 		$3.07M Buy
+23,820
New +$2.9M 1.89% 10

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 1-Year Est. Return
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 $331M AUM 19.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Tudor Financial's IAK Position: Q4 2025 in Review

Tudor Financial sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 24,135 shares — an estimated $3.23M sold.

Tudor Financial first reported a position in IAK in Q3 2024 and held it in 5 quarters. The position peaked at $3.37M in Q1 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Tudor Financial reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Tudor Financial sold 24,135 iShares US Insurance ETF shares in Q4 2025, an estimated $3.23M.
  • Tudor Financial first reported a position in iShares US Insurance ETF in Q3 2024 and held it in 5 quarters.
  • Tudor Financial's iShares US Insurance ETF position peaked at $3.37M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Tudor Financial's 13F filing for Q4 2025, filed 13 Feb 2026.