Action Point Financial Planning’s iShares US Insurance ETF IAK Stock Holding History

Action Point Financial Planning’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 Q2	$6.75K	Buy	+48	New	+$6.37K	﹤0.01%	1666

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Action Point Financial Planning's IAK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 48 shares worth $6.75K. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings.

146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Action Point Financial Planning held 48 shares of iShares US Insurance ETF worth $6.75K as of Q2 2026.
iShares US Insurance ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1666 holding.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.