WealthBridge Capital Management’s iShares US Insurance ETF IAK Stock Holding History

WealthBridge Capital Management’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
2023 Q4	–	Sell	-4,052	Closed	-$371K	–	185
2023 Q3	$371K	Sell	4,052 -144	-3%	-$13.1K	0.15%	106
2023 Q2	$369K	Buy	4,196 +142	+4%	+$12.3K	0.15%	108
2023 Q1	$347K	Buy	+4,054	New	+$368K	0.14%	127

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthBridge Capital Management's IAK Position: Q4 2023 in Review

WealthBridge Capital Management sold out of iShares US Insurance ETF (IAK) in Q4 2023, closing a stake of 4,052 shares — an estimated $371K sold.

WealthBridge Capital Management first reported a position in IAK in Q1 2023 and held it in 3 quarters. The position peaked at $371K in Q3 2023. 100 funds tracked by Wall St. Rank hold IAK as of Q4 2023.

WealthBridge Capital Management reported no remaining iShares US Insurance ETF position as of Q4 2023 after selling out during the quarter.
WealthBridge Capital Management sold 4,052 iShares US Insurance ETF shares in Q4 2023, an estimated $371K.
WealthBridge Capital Management first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 3 quarters.
WealthBridge Capital Management's iShares US Insurance ETF position peaked at $371K in Q3 2023.
100 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2023.

Based on WealthBridge Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.