Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Action Point Financial Planning »

iShares Dow Jones US Insurance Index ETF shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in iShares Dow Jones US Insurance Index ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Insurance Index ETF held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Action Point Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$6.7k	48	140.55

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)

Alphabet Cap Stk Cl C (GOOG)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Dimensional Etf Trust Us Small Cap Etf (DFSV)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Pimco Etf Tr Multisector Bd (PYLD)

Schwab Strategic Tr Us Dividend Eq (SCHD)

American Centy Etf Tr Avantis Emgmkt (AVEM)

American Centy Etf Tr Us Eqt Etf (AVUS)

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

Dimensional Etf Trust Us High Prof Etf (DUHP)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley

LPL Financial

Wells Fargo & Company

Fiduciary Planning

Legend Financial Advisors

Bnp Paribas Arbitrage, Snc

Citadel Advisors

Bank of America Corporation

Goldman Sachs Group

Lee, Danner & Bass

Two Sigma Investments

Janney Montgomery Scott

Cetera Investment Advisers

Martin & Co

Millennium Management

View all funds holding iShares Dow Jones US Insurance Index ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z