AFS
IAK icon

Access Financial Services’s iShares US Insurance ETF IAK Stock Holding History

Access Financial Services’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
2026
Q1 		– Sell
-5,449
Closed -$742K – 101
2025
Q4 		$742K Sell
5,449
-626
-10% -$82.9K 0.27% 60
2025
Q3 		$814K Buy
+6,075
New +$795K 0.29% 60

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Access Financial Services's IAK Position: Q1 2026 in Review

Access Financial Services sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 5,449 shares — an estimated $742K sold.

Access Financial Services first reported a position in IAK in Q3 2025 and held it in 2 quarters. The position peaked at $814K in Q3 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Access Financial Services reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Access Financial Services sold 5,449 iShares US Insurance ETF shares in Q1 2026, an estimated $742K.
  • Access Financial Services first reported a position in iShares US Insurance ETF in Q3 2025 and held it in 2 quarters.
  • Access Financial Services's iShares US Insurance ETF position peaked at $814K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Access Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.