AlphaCore Capital’s iShares US Insurance ETF IAK Stock Holding History

AlphaCore Capital’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	$1.25M	Sell	8,881 -834	-9%	-$111K	0.02%	408
2026 Q1	$1.25M	Sell	9,715 -3,763	-28%	-$499K	0.03%	331
2025 Q4	$1.84M	Buy	13,478 +10,320	+327%	+$1.37M	0.04%	287
2025 Q3	$423K	Hold	3,158	–	–	0.01%	490
2025 Q2	$425K	Hold	3,158	–	–	0.02%	406
2025 Q1	$435K	Buy	+3,158	New	+$413K	0.04%	295
2024 Q1	–	Sell	-3,158	Closed	-$316K	–	238
2023 Q4	$316K	Hold	3,158	–	–	0.05%	184
2023 Q3	$291K	Hold	3,158	–	–	0.05%	186
2023 Q2	$278K	Buy	+3,158	New	+$273K	0.04%	177

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

AlphaCore Capital's IAK Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares US Insurance ETF (IAK) stake by 8.6% in Q2 2026, selling an estimated $111K and leaving 8,881 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #408.

AlphaCore Capital first reported a position in IAK in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

AlphaCore Capital held 8,881 shares of iShares US Insurance ETF worth $1.25M as of Q2 2026.
AlphaCore Capital sold 834 iShares US Insurance ETF shares in Q2 2026, an estimated $111K.
iShares US Insurance ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #408 holding.
AlphaCore Capital first reported a position in iShares US Insurance ETF in Q2 2023 and has held it in 9 quarters since.
AlphaCore Capital's iShares US Insurance ETF position peaked at $1.84M in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.