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

Allworth 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	$783K	Sell	5,570 -584	-9%	-$77.5K	﹤0.01%	812
2026 Q1	$790K	Sell	6,154 -655	-10%	-$86.9K	﹤0.01%	787
2025 Q4	$927K	Sell	6,809 -310	-4%	-$41.1K	﹤0.01%	721
2025 Q3	$954K	Sell	7,119 -950	-12%	-$124K	﹤0.01%	689
2025 Q2	$1.09M	Sell	8,069 -1,392	-15%	-$185K	0.01%	615
2025 Q1	$1.24M	Sell	9,461 -3,274	-26%	-$428K	0.01%	484
2024 Q4	$1.62M	Buy	+12,735	New	+$1.66M	0.01%	442

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

Allworth Financial's IAK Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Insurance ETF (IAK) stake by 9.5% in Q2 2026, selling an estimated $77.5K and leaving 5,570 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Allworth Financial first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Allworth Financial held 5,570 shares of iShares US Insurance ETF worth $783K as of Q2 2026.
Allworth Financial sold 584 iShares US Insurance ETF shares in Q2 2026, an estimated $77.5K.
iShares US Insurance ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #812 holding.
Allworth Financial first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's iShares US Insurance ETF position peaked at $1.62M in Q4 2024.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.