YorkBridge Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-550	Closed	-$39K	–	388
2019 Q2	$39K	Hold	550	–	–	0.02%	392
2019 Q1	$35K	Hold	550	–	–	0.02%	394
2018 Q4	$32K	Hold	550	–	–	0.02%	373
2018 Q3	$36K	Hold	550	–	–	0.02%	391
2018 Q2	$34K	Hold	550	–	–	0.01%	409
2018 Q1	$36K	Hold	550	–	–	0.02%	405
2017 Q4	$36K	Hold	550	–	–	0.02%	406
2017 Q3	$35K	Hold	550	–	–	0.02%	421
2017 Q2	$35K	Hold	550	–	–	0.02%	418
2017 Q1	$33K	Hold	550	–	–	0.02%	424
2016 Q4	$32K	Buy	+550	New	+$30.9K	0.02%	414

Other funds holding IAK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return