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Wealthspire Advisors (New York)’s iShares US Insurance ETF IAK Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-209
Closed -$28K – 1879
2025
Q3 		$28K Buy
+209
New +$27.3K ﹤0.01% 1498

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s IAK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 209 shares — an estimated $28K sold.

Wealthspire Advisors (New York) first reported a position in IAK in Q3 2025 and held it in 1 quarter. The position peaked at $28K in Q3 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 209 iShares US Insurance ETF shares in Q4 2025, an estimated $28K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Insurance ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares US Insurance ETF position peaked at $28K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.