Advisory Services Network’s iShares US Insurance ETF IAK Stock Holding History

Advisory Services Network’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	$2.26M	Sell	17,596 -13,831	-44%	-$1.84M	0.03%	605
2025 Q4	$4.28M	Sell	31,427 -84,786	-73%	-$11.2M	0.06%	348
2025 Q3	$15.6M	Buy	116,213 +9,617	+9%	+$1.26M	0.23%	79
2025 Q2	$13.6M	Buy	106,596 +8,745	+9%	+$1.16M	0.22%	88
2025 Q1	$13.5M	Buy	97,851 +4,132	+4%	+$540K	0.26%	68
2024 Q4	$11.9M	Buy	93,719 +13,910	+17%	+$1.81M	0.22%	87
2024 Q3	$9.01M	Hold	79,809	–	–	0.19%	111
2024 Q2	$9.01M	Sell	79,809 -4,360	-5%	-$497K	0.19%	111
2024 Q1	$9.88M	Sell	84,169 -5,557	-6%	-$605K	0.22%	92
2023 Q4	$8.98M	Sell	89,726 -1,244	-1%	-$120K	0.22%	85
2023 Q3	$8.34M	Sell	90,970 -212	-0.2%	-$19.3K	0.22%	85
2023 Q2	$8.01M	Sell	91,182 -1,848	-2%	-$160K	0.21%	95
2023 Q1	$7.97M	Sell	93,030 -6,017	-6%	-$546K	0.22%	89
2022 Q4	$9.05M	Sell	99,047 -295	-0.3%	-$26.3K	0.28%	78
2022 Q3	$7.86M	Buy	99,342 +504	+0.5%	+$42K	0.28%	78
2022 Q2	$8.2M	Buy	+98,838	New	+$8.55M	0.28%	78
2021 Q3	–	Sell	-815	Closed	-$63K	–	2250
2021 Q2	$63K	Buy	+815	New	+$64.3K	﹤0.01%	1866
2021 Q1	–	Sell	-815	Closed	-$55K	–	2064
2020 Q4	$55K	Sell	815 -2,483	-75%	-$155K	﹤0.01%	1612
2020 Q3	$184K	Sell	3,298 -529	-14%	-$30.3K	0.01%	1004
2020 Q2	$211K	Buy	3,827 +1,529	+67%	+$80.4K	0.01%	922
2020 Q1	$114K	Buy	2,298 +1,241	+117%	+$81.3K	0.01%	1014
2019 Q4	$75K	Buy	1,057 +1,042	+6,947%	+$73.5K	﹤0.01%	1297
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	2716
2019 Q2	$1K	Buy	+15	New	+$1.02K	﹤0.01%	2714
2018 Q4	–	Sell	-242	Closed	-$16K	–	2596
2018 Q3	$16K	Hold	242	–	–	﹤0.01%	1641
2018 Q2	$16K	Hold	242	–	–	﹤0.01%	1624
2018 Q1	$16K	Buy	+242	New	+$16K	﹤0.01%	1719

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Services Network's IAK Position: Q1 2026 in Review

Advisory Services Network reduced its iShares US Insurance ETF (IAK) stake by 44% in Q1 2026, selling an estimated $1.84M and leaving 17,596 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #605.

Advisory Services Network first reported a position in IAK in Q1 2018 and has held it in 27 quarters since. The position peaked at $15.6M in Q3 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Advisory Services Network held 17,596 shares of iShares US Insurance ETF worth $2.26M as of Q1 2026.
Advisory Services Network sold 13,831 iShares US Insurance ETF shares in Q1 2026, an estimated $1.84M.
iShares US Insurance ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #605 holding.
Advisory Services Network first reported a position in iShares US Insurance ETF in Q1 2018 and has held it in 27 quarters since.
Advisory Services Network's iShares US Insurance ETF position peaked at $15.6M in Q3 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.