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Advisornet Financial’s iShares US Insurance ETF IAK Stock Holding History

Advisornet Financial’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 		$244K Buy
1,899
+757
+66% +$100K 0.01% 558
2025
Q4 		$155K Buy
1,142
+540
+90% +$71.5K 0.01% 674
2025
Q3 		$80.7K Sell
602
-200
-25% -$26.2K ﹤0.01% 861
2025
Q2 		$108K Sell
802
-35
-4% -$4.65K 0.01% 741
2025
Q1 		$115K Sell
837
-125
-13% -$16.3K 0.01% 685
2024
Q4 		$122K Buy
962
+167
+21% +$21.8K 0.01% 626
2024
Q3 		$103K Buy
795
+370
+87% +$45.1K 0.01% 694
2024
Q2 		$48K Buy
+425
New +$48.5K ﹤0.01% 832
2018
Q2 		– Sell
-330
Closed -$21K – 1608
2018
Q1 		$21K Hold
330
– – ﹤0.01% 915
2017
Q4 		$22K Buy
+330
New +$21.8K ﹤0.01% 841

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

Advisornet Financial's IAK Position: Q1 2026 in Review

Advisornet Financial increased its iShares US Insurance ETF (IAK) stake by 66% in Q1 2026, buying an estimated $100K and bringing the position to 1,899 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #558.

Advisornet Financial first reported a position in IAK in Q4 2017 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Advisornet Financial held 1,899 shares of iShares US Insurance ETF worth $244K as of Q1 2026.
  • Advisornet Financial bought 757 iShares US Insurance ETF shares in Q1 2026, an estimated $100K.
  • iShares US Insurance ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #558 holding.
  • Advisornet Financial first reported a position in iShares US Insurance ETF in Q4 2017 and has held it in 10 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.