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Woodley Farra Manion Portfolio Management’s iShares US Insurance ETF IAK Stock Holding History

Woodley Farra Manion Portfolio Management’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
-2,147
Closed -$288K – 119
2025
Q3 		$288K Buy
2,147
+236
+12% +$30.9K 0.01% 99
2025
Q2 		$257K Buy
1,911
+85
+5% +$11.3K 0.01% 101
2025
Q1 		$252K Buy
+1,826
New +$239K 0.01% 98
2020
Q3 		– Sell
-72
Closed -$4K – 223
2020
Q2 		$4K Hold
72
– – ﹤0.01% 343
2020
Q1 		$4K Buy
72
+10
+16% +$655 ﹤0.01% 331
2019
Q4 		$4K Buy
+62
New +$4.37K ﹤0.01% 329

Other funds holding IAK

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
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

Woodley Farra Manion Portfolio Management's IAK Position: Q4 2025 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 2,147 shares — an estimated $288K sold.

Woodley Farra Manion Portfolio Management first reported a position in IAK in Q4 2019 and held it in 6 quarters. The position peaked at $288K in Q3 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 2,147 iShares US Insurance ETF shares in Q4 2025, an estimated $288K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares US Insurance ETF in Q4 2019 and held it in 6 quarters.
  • Woodley Farra Manion Portfolio Management's iShares US Insurance ETF position peaked at $288K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2025, filed 12 Feb 2026.