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

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

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.