WESPAC Advisors SoCal
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WESPAC Advisors SoCal’s iShares US Insurance ETF IAK Stock Holding History

WESPAC Advisors SoCal’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
-89,547
Closed -$12M – 113
2025
Q3 		$12M Sell
89,547
-45
-0.1% -$5.89K 2.44% 11
2025
Q2 		$12M Buy
89,592
+23,685
+36% +$3.14M 2.69% 10
2025
Q1 		$9.08M Sell
65,907
-4,196
-6% -$548K 2.37% 15
2024
Q4 		$8.87M Buy
70,103
+19,580
+39% +$2.55M 2.01% 20
2024
Q3 		$6.52M Buy
50,523
+46,303
+1,097% +$5.64M 1.51% 24
2024
Q2 		$477K Hold
4,220
– – 0.12% 67
2024
Q1 		$495K Buy
4,220
+40
+1% +$4.36K 0.13% 69
2023
Q4 		$419K Buy
+4,180
New +$402K 0.12% 73
2016
Q1 		– Sell
-5,675
Closed -$290K – 308
2015
Q4 		$290K Buy
+5,675
New +$293K 0.19% 70

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Legend Financial Advisors
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

WESPAC Advisors SoCal's IAK Position: Q4 2025 in Review

WESPAC Advisors SoCal sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 89,547 shares — an estimated $12M sold.

WESPAC Advisors SoCal first reported a position in IAK in Q4 2015 and held it in 9 quarters. The position peaked at $12M in Q2 2025. 151 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • WESPAC Advisors SoCal reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 89,547 iShares US Insurance ETF shares in Q4 2025, an estimated $12M.
  • WESPAC Advisors SoCal first reported a position in iShares US Insurance ETF in Q4 2015 and held it in 9 quarters.
  • WESPAC Advisors SoCal's iShares US Insurance ETF position peaked at $12M in Q2 2025.
  • 151 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2025, filed 7 Jan 2026.