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Valley National Advisers’s iShares US Insurance ETF IAK Stock Holding History

Valley National Advisers’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
-29
Closed -$3K – 923
2025
Q3 		$3K Buy
+29
New +$3.79K ﹤0.01% 702

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Valley National Advisers's IAK Position: Q4 2025 in Review

Valley National Advisers sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 29 shares — an estimated $3K sold.

Valley National Advisers first reported a position in IAK in Q3 2025 and held it in 1 quarter. The position peaked at $3K in Q3 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Valley National Advisers reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 29 iShares US Insurance ETF shares in Q4 2025, an estimated $3K.
  • Valley National Advisers first reported a position in iShares US Insurance ETF in Q3 2025 and held it in 1 quarter.
  • Valley National Advisers's iShares US Insurance ETF position peaked at $3K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.