Winthrop Advisory Group’s iShares US Insurance ETF IAK Stock Holding History

Winthrop Advisory 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
2026 Q1	–	Sell	-1,692	Closed	-$230K	–	204
2025 Q4	$230K	Sell	1,692 -767	-31%	-$102K	0.02%	171
2025 Q3	$330K	Sell	2,459 -1,263	-34%	-$165K	0.03%	129
2025 Q2	$500K	Buy	3,722 +270	+8%	+$35.8K	0.05%	100
2025 Q1	$476K	Buy	3,452 +386	+13%	+$50.4K	0.06%	95
2024 Q4	$388K	Buy	3,066 +556	+22%	+$72.5K	0.05%	107
2024 Q3	$324K	Buy	2,510 +100	+4%	+$12.2K	0.04%	107
2024 Q2	$272K	Buy	+2,410	New	+$275K	0.04%	118

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

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

Winthrop Advisory Group's IAK Position: Q1 2026 in Review

Winthrop Advisory Group sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 1,692 shares — an estimated $230K sold.

Winthrop Advisory Group first reported a position in IAK in Q2 2024 and held it in 7 quarters. The position peaked at $500K in Q2 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Winthrop Advisory Group reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
Winthrop Advisory Group sold 1,692 iShares US Insurance ETF shares in Q1 2026, an estimated $230K.
Winthrop Advisory Group first reported a position in iShares US Insurance ETF in Q2 2024 and held it in 7 quarters.
Winthrop Advisory Group's iShares US Insurance ETF position peaked at $500K in Q2 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Winthrop Advisory Group's 13F filing for Q1 2026, filed 13 Apr 2026.