Washington Trust’s iShares US Insurance ETF IAK Stock Holding History

Washington Trust’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 Q2	–	Sell	-344	Closed	-$47.4K	–	460
2025 Q1	$47.4K	Hold	344	–	–	﹤0.01%	419
2024 Q4	$43.5K	Hold	344	–	–	﹤0.01%	459
2024 Q3	$44.4K	Hold	344	–	–	﹤0.01%	470
2024 Q2	$38.8K	Hold	344	–	–	﹤0.01%	480
2024 Q1	$40.4K	Hold	344	–	–	﹤0.01%	481
2023 Q4	$34.4K	Buy	+344	New	+$33.1K	﹤0.01%	475

Other funds holding IAK

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

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

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

MMA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

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

Washington Trust's IAK Position: Q2 2025 in Review

Washington Trust sold out of iShares US Insurance ETF (IAK) in Q2 2025, closing a stake of 344 shares — an estimated $47.4K sold.

Washington Trust first reported a position in IAK in Q4 2023 and held it in 6 quarters. The position peaked at $47.4K in Q1 2025. 177 funds tracked by Wall St. Rank hold IAK as of Q2 2025.

Washington Trust reported no remaining iShares US Insurance ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 344 iShares US Insurance ETF shares in Q2 2025, an estimated $47.4K.
Washington Trust first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 6 quarters.
Washington Trust's iShares US Insurance ETF position peaked at $47.4K in Q1 2025.
177 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.