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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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $217M AUM 12.99% 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 $564B AUM 30.12% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return