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iShares Dow Jones US Insurance Index ETF shares owned by Interchange Capital Partners

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Interchange Capital Partners from 13F filings

Historical chart of Interchange Capital Partners 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 Interchange Capital Partners 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 2.1k 134.04
2025-06-30 $289k 2.2k 134.44
2025-03-31 $297k 2.2k 136.14

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
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Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Interchange Capital Partners

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