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West Tower Group’s iShares US Insurance ETF IAK Stock Holding History

West Tower Group’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
2024
Q1 		– Sell
-47
Closed -$4.71K – 285
2023
Q4 		$4.71K Buy
47
+9
+24% +$867 0.01% 429
2023
Q3 		$3.48K Buy
+38
New +$3.45K ﹤0.01% 527

Other funds holding IAK

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Tower Group's IAK Position: Q1 2024 in Review

West Tower Group sold out of iShares US Insurance ETF (IAK) in Q1 2024, closing a stake of 47 shares — an estimated $4.71K sold.

West Tower Group first reported a position in IAK in Q3 2023 and held it in 2 quarters. The position peaked at $4.71K in Q4 2023. 112 funds tracked by Wall St. Rank hold IAK as of Q1 2024.

  • West Tower Group reported no remaining iShares US Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 47 iShares US Insurance ETF shares in Q1 2024, an estimated $4.71K.
  • West Tower Group first reported a position in iShares US Insurance ETF in Q3 2023 and held it in 2 quarters.
  • West Tower Group's iShares US Insurance ETF position peaked at $4.71K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.