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Wealthcare Advisory Partners’s iShares US Insurance ETF IAK Stock Holding History

Wealthcare Advisory Partners’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
2020
Q1 		– Sell
-232
Closed -$17K – 1531
2019
Q4 		$17K Buy
+232
New +$16.4K ﹤0.01% 807

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

Wealthcare Advisory Partners's IAK Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of iShares US Insurance ETF (IAK) in Q1 2020, closing a stake of 232 shares — an estimated $17K sold.

Wealthcare Advisory Partners first reported a position in IAK in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 33 funds tracked by Wall St. Rank hold IAK as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining iShares US Insurance ETF position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 232 iShares US Insurance ETF shares in Q1 2020, an estimated $17K.
  • Wealthcare Advisory Partners first reported a position in iShares US Insurance ETF in Q4 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares US Insurance ETF position peaked at $17K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.