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iShares Dow Jones US Insurance Index ETF shares owned by Copia Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management 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 Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $153k 1.1k 134.03
2025-06-30 $189k 1.4k 134.46
2025-03-31 $125k 904 137.81

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley
Miracle Mile Advisors
Mml Investors Services
SPC Financial
Wells Fargo & Company
Stifel Financial
Royal Bank of Canada
Advisory Services Network
Advisor Group Holdings
Commonwealth Equity Services
LPL Financial
WESPAC Advisors SoCal
Two Sigma Investments
Prospera Financial Services
MinichMacGregor Wealth Management

View all funds holding iShares Dow Jones US Insurance Index ETF