WealthSource Partners’s iShares US Insurance ETF IAK Stock Holding History

WealthSource 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
2022 Q3	–	Sell	-5,650	Closed	-$469K	–	521
2022 Q2	$469K	Buy	5,650 +200	+4%	+$17.3K	0.03%	316
2022 Q1	$497K	Buy	+5,450	New	+$472K	0.03%	344
2021 Q1	–	Sell	-8,000	Closed	-$540K	–	446
2020 Q4	$540K	Sell	8,000 -1,075	-12%	-$67.3K	0.06%	201
2020 Q3	$506K	Buy	+9,075	New	+$519K	0.07%	193

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

SFI

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

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

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

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

MWM

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

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

ASN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthSource Partners's IAK Position: Q3 2022 in Review

WealthSource Partners sold out of iShares US Insurance ETF (IAK) in Q3 2022, closing a stake of 5,650 shares — an estimated $469K sold.

WealthSource Partners first reported a position in IAK in Q3 2020 and held it in 4 quarters. The position peaked at $540K in Q4 2020. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

WealthSource Partners reported no remaining iShares US Insurance ETF position as of Q3 2022 after selling out during the quarter.
WealthSource Partners sold 5,650 iShares US Insurance ETF shares in Q3 2022, an estimated $469K.
WealthSource Partners first reported a position in iShares US Insurance ETF in Q3 2020 and held it in 4 quarters.
WealthSource Partners's iShares US Insurance ETF position peaked at $540K in Q4 2020.
76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.