VestGen Advisors’s iShares US Insurance ETF IAK Stock Holding History

VestGen Advisors’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 Q3	–	Sell	-15,648	Closed	-$2.1M	–	708
2025 Q2	$2.1M	Buy	15,648 +1,872	+14%	+$249K	0.08%	211
2025 Q1	$1.9M	Buy	+13,776	New	+$1.8M	0.09%	211

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SFI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VestGen Advisors's IAK Position: Q3 2025 in Review

VestGen Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2025, closing a stake of 15,648 shares — an estimated $2.1M sold.

VestGen Advisors first reported a position in IAK in Q1 2025 and held it in 2 quarters. The position peaked at $2.1M in Q2 2025. 158 funds tracked by Wall St. Rank hold IAK as of Q3 2025.

VestGen Advisors reported no remaining iShares US Insurance ETF position as of Q3 2025 after selling out during the quarter.
VestGen Advisors sold 15,648 iShares US Insurance ETF shares in Q3 2025, an estimated $2.1M.
VestGen Advisors first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 2 quarters.
VestGen Advisors's iShares US Insurance ETF position peaked at $2.1M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2025.

Based on VestGen Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.