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Accredited Investors’s iShares US Insurance ETF IAK Stock Holding History

Accredited Investors’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
2025
Q4 		– Sell
-1,910
Closed -$256K – 292
2025
Q3 		$256K Buy
+1,910
New +$250K 0.01% 227

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Accredited Investors's IAK Position: Q4 2025 in Review

Accredited Investors sold out of iShares US Insurance ETF (IAK) in Q4 2025, closing a stake of 1,910 shares — an estimated $256K sold.

Accredited Investors first reported a position in IAK in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • Accredited Investors reported no remaining iShares US Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Accredited Investors sold 1,910 iShares US Insurance ETF shares in Q4 2025, an estimated $256K.
  • Accredited Investors first reported a position in iShares US Insurance ETF in Q3 2025 and held it in 1 quarter.
  • Accredited Investors's iShares US Insurance ETF position peaked at $256K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on Accredited Investors's 13F filing for Q4 2025, filed 5 Feb 2026.