Wintrust Investments’s iShares US Insurance ETF IAK Stock Holding History

Wintrust Investments’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 Q4	–	Sell	-357	Closed	-$46K	–	467
2024 Q3	$46K	Buy	+357	New	+$43.5K	0.03%	322
2022 Q2	–	Sell	-2,450	Closed	-$223K	–	397
2022 Q1	$223K	Sell	2,450 -800	-25%	-$69.3K	0.02%	375
2021 Q4	$272K	Hold	3,250	–	–	0.03%	357
2021 Q3	$254K	Buy	3,250 +250	+8%	+$19.8K	0.03%	239
2021 Q2	$232K	Buy	+3,000	New	+$237K	0.02%	386

Other funds holding IAK

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wintrust Investments's IAK Position: Q4 2024 in Review

Wintrust Investments sold out of iShares US Insurance ETF (IAK) in Q4 2024, closing a stake of 357 shares — an estimated $46K sold.

Wintrust Investments first reported a position in IAK in Q2 2021 and held it in 5 quarters. The position peaked at $272K in Q4 2021. 156 funds tracked by Wall St. Rank hold IAK as of Q4 2024.

Wintrust Investments reported no remaining iShares US Insurance ETF position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 357 iShares US Insurance ETF shares in Q4 2024, an estimated $46K.
Wintrust Investments first reported a position in iShares US Insurance ETF in Q2 2021 and held it in 5 quarters.
Wintrust Investments's iShares US Insurance ETF position peaked at $272K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.