AE Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

AE Wealth Management’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	$8.57K	Hold	61	–	–	﹤0.01%	2410
2026 Q1	$7.83K	Buy	+61	New	+$8.09K	﹤0.01%	2308
2025 Q4	–	Sell	-27	Closed	-$3.62K	–	2503
2025 Q3	$3.62K	Sell	27 -190	-88%	-$24.9K	﹤0.01%	2113
2025 Q2	$29.2K	Hold	217	–	–	﹤0.01%	1694
2025 Q1	$29.9K	Sell	217 -930	-81%	-$122K	﹤0.01%	1660
2024 Q4	$145K	Buy	+1,147	New	+$150K	﹤0.01%	1345
2024 Q2	–	Sell	-2,095	Closed	-$246K	–	1260
2024 Q1	$246K	Buy	+2,095	New	+$228K	﹤0.01%	1029
2023 Q4	–	Sell	-20,820	Closed	-$1.91M	–	2110
2023 Q3	$1.91M	Buy	20,820 +756	+4%	+$68.7K	0.01%	864
2023 Q2	$1.76M	Buy	+20,064	New	+$1.73M	0.01%	882
2023 Q1	–	Sell	-17,303	Closed	-$1.58M	–	1937
2022 Q4	$1.58M	Buy	17,303 +6,004	+53%	+$536K	0.01%	831
2022 Q3	$894K	Buy	+11,299	New	+$941K	0.01%	983

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

AE Wealth Management's IAK Position: Q2 2026 in Review

AE Wealth Management held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 61 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

AE Wealth Management first reported a position in IAK in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.91M in Q3 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

AE Wealth Management held 61 shares of iShares US Insurance ETF worth $8.57K as of Q2 2026.
AE Wealth Management left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2410 holding.
AE Wealth Management first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 11 quarters since.
AE Wealth Management's iShares US Insurance ETF position peaked at $1.91M in Q3 2023.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.