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Wealth Management Solutions’s iShares US Insurance ETF IAK Stock Holding History

Wealth Management Solutions’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
2022
Q2 		– Sell
-2,786
Closed -$254K – 101
2022
Q1 		$254K Sell
2,786
-592
-18% -$51.3K 0.13% 94
2021
Q4 		$282K Buy
+3,378
New +$278K 0.15% 92

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Management Solutions's IAK Position: Q2 2022 in Review

Wealth Management Solutions sold out of iShares US Insurance ETF (IAK) in Q2 2022, closing a stake of 2,786 shares — an estimated $254K sold.

Wealth Management Solutions first reported a position in IAK in Q4 2021 and held it in 2 quarters. The position peaked at $282K in Q4 2021. 71 funds tracked by Wall St. Rank hold IAK as of Q2 2022.

  • Wealth Management Solutions reported no remaining iShares US Insurance ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 2,786 iShares US Insurance ETF shares in Q2 2022, an estimated $254K.
  • Wealth Management Solutions first reported a position in iShares US Insurance ETF in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's iShares US Insurance ETF position peaked at $282K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.