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 Q2	$522K	Buy	3,717 +1,818	+96%	+$241K	0.02%	403
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 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 40.89% 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

Advisornet Financial's IAK Position: Q2 2026 in Review

Advisornet Financial increased its iShares US Insurance ETF (IAK) stake by 96% in Q2 2026, buying an estimated $241K and bringing the position to 3,717 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #403.

Advisornet Financial first reported a position in IAK in Q4 2017 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Advisornet Financial held 3,717 shares of iShares US Insurance ETF worth $522K as of Q2 2026.
Advisornet Financial bought 1,818 iShares US Insurance ETF shares in Q2 2026, an estimated $241K.
iShares US Insurance ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #403 holding.
Advisornet Financial first reported a position in iShares US Insurance ETF in Q4 2017 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.