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

WESPAC Advisors’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	-1,656	Closed	-$222K	–	199
2025 Q3	$222K	Sell	1,656 -2	-0.1%	-$262	0.13%	169
2025 Q2	$223K	Buy	+1,658	New	+$220K	0.16%	158
2024 Q4	–	Sell	-10,828	Closed	-$1.4M	–	167
2024 Q3	$1.4M	Buy	10,828 +1,850	+21%	+$225K	1.03%	26
2024 Q2	$1.01M	Buy	+8,978	New	+$1.02M	0.79%	38

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

WESPAC Advisors's IAK Position: Q4 2025 in Review

WESPAC Advisors sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 1,656 shares — an estimated $222K sold.

WESPAC Advisors first reported a position in IAK in Q2 2024 and held it in 4 quarters. The position peaked at $1.4M in Q3 2024. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

WESPAC Advisors reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 1,656 iShares US Insurance ETF shares in Q4 2025, an estimated $222K.
WESPAC Advisors first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 4 quarters.
WESPAC Advisors's iShares US Insurance ETF position peaked at $1.4M in Q3 2024.
149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.