Wells Fargo’s iShares US Insurance ETF IAK Stock Holding History

Wells Fargo’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
2026 Q1	$10.5M	Sell	81,610 -61,711	-43%	-$8.19M	﹤0.01%	1993
2025 Q4	$19.5M	Sell	143,321 -8,928	-6%	-$1.18M	﹤0.01%	1508
2025 Q3	$20.4M	Sell	152,249 -75,162	-33%	-$9.84M	﹤0.01%	1457
2025 Q2	$30.6M	Sell	227,411 -32,045	-12%	-$4.25M	0.01%	1128
2025 Q1	$35.8M	Buy	259,456 +37,708	+17%	+$4.93M	0.01%	970
2024 Q4	$28M	Sell	221,748 -27,108	-11%	-$3.54M	0.01%	1122
2024 Q3	$32.1M	Buy	248,856 +24,787	+11%	+$3.02M	0.01%	1012
2024 Q2	$25.3M	Buy	224,069 +5,674	+3%	+$647K	0.01%	1105
2024 Q1	$25.6M	Buy	218,395 +41,756	+24%	+$4.55M	0.01%	1081
2023 Q4	$17.7M	Buy	176,639 +12,577	+8%	+$1.21M	0.01%	1270
2023 Q3	$15M	Sell	164,062 -114,488	-41%	-$10.4M	﹤0.01%	1281
2023 Q2	$24.5M	Sell	278,550 -9,951	-3%	-$859K	0.01%	1012
2023 Q1	$24.7M	Sell	288,501 -16,411	-5%	-$1.49M	0.01%	1001
2022 Q4	$27.9M	Buy	304,912 +37,011	+14%	+$3.3M	0.01%	926
2022 Q3	$21.2M	Buy	267,901 +98,130	+58%	+$8.18M	0.01%	1040
2022 Q2	$14.1M	Buy	169,771 +126,964	+297%	+$11M	﹤0.01%	1341
2022 Q1	$3.9M	Buy	42,807 +27,690	+183%	+$2.4M	﹤0.01%	2674
2021 Q4	$1.26M	Sell	15,117 -1,733	-10%	-$143K	﹤0.01%	3920
2021 Q3	$1.32M	Sell	16,850 -145	-0.9%	-$11.5K	﹤0.01%	4011
2021 Q2	$1.31M	Buy	16,995 +3,718	+28%	+$293K	﹤0.01%	4020
2021 Q1	$986K	Sell	13,277 -18	-0.1%	-$1.28K	﹤0.01%	4257
2020 Q4	$897K	Sell	13,295 -183	-1%	-$11.5K	﹤0.01%	4108
2020 Q3	$751K	Sell	13,478 -536	-4%	-$30.7K	﹤0.01%	4071
2020 Q2	$771K	Buy	14,014 +4,472	+47%	+$235K	﹤0.01%	4020
2020 Q1	$473K	Sell	9,542 -6,627	-41%	-$434K	﹤0.01%	4074
2019 Q4	$1.15M	Sell	16,169 -1,021	-6%	-$72K	﹤0.01%	3760
2019 Q3	$1.24M	Buy	17,190 +55	+0.3%	+$3.9K	﹤0.01%	3680
2019 Q2	$1.21M	Buy	17,135 +508	+3%	+$34.6K	﹤0.01%	3739
2019 Q1	$1.06M	Sell	16,627 -2,353	-12%	-$147K	﹤0.01%	3838
2018 Q4	$1.09M	Sell	18,980 -11,493	-38%	-$706K	﹤0.01%	3775
2018 Q3	$2.02M	Buy	30,473 +8,963	+42%	+$584K	﹤0.01%	3395
2018 Q2	$1.32M	Sell	21,510 -17,473	-45%	-$1.12M	﹤0.01%	3788
2018 Q1	$2.52M	Sell	38,983 -88,416	-69%	-$5.85M	﹤0.01%	3197
2017 Q4	$8.48M	Sell	127,399 -6,656	-5%	-$439K	﹤0.01%	2117
2017 Q3	$8.54M	Buy	134,055 +4,436	+3%	+$281K	﹤0.01%	2096
2017 Q2	$8.12M	Sell	129,619 -671	-0.5%	-$41K	﹤0.01%	2075
2017 Q1	$7.9M	Buy	130,290 +676	+0.5%	+$40.9K	﹤0.01%	2074
2016 Q4	$7.69M	Buy	129,614 +117,306	+953%	+$6.59M	﹤0.01%	2056
2016 Q3	$650K	Sell	12,308 -5,947	-33%	-$310K	﹤0.01%	3798
2016 Q2	$925K	Sell	18,255 -11,853	-39%	-$602K	﹤0.01%	3531
2016 Q1	$1.5M	Sell	30,108 -26,191	-47%	-$1.25M	﹤0.01%	3125
2015 Q4	$2.88M	Buy	56,299 +25,902	+85%	+$1.34M	﹤0.01%	2720
2015 Q3	$1.48M	Buy	30,397 +1,737	+6%	+$88.7K	﹤0.01%	3230
2015 Q2	$1.45M	Buy	28,660 +2,154	+8%	+$108K	﹤0.01%	3315
2015 Q1	$1.31M	Sell	26,506 -19,710	-43%	-$960K	﹤0.01%	3338
2014 Q4	$2.31M	Sell	46,216 -70,742	-60%	-$3.42M	﹤0.01%	2910
2014 Q3	$5.51M	Sell	116,958 -19,569	-14%	-$931K	﹤0.01%	2225
2014 Q2	$6.53M	Buy	136,527 +5,967	+5%	+$278K	﹤0.01%	2141
2014 Q1	$6M	Sell	130,560 -15,644	-11%	-$708K	﹤0.01%	2204
2013 Q4	$6.93M	Buy	146,204 +44,198	+43%	+$2.01M	﹤0.01%	2013
2013 Q3	$4.38M	Buy	102,006 +8,189	+9%	+$349K	﹤0.01%	2294
2013 Q2	$3.82M	Buy	+93,817	New	+$3.72M	﹤0.01%	2323

Other funds holding IAK

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return