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Aptus Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Aptus Capital Advisors’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 		$290K Sell
2,258
-355
-14% -$47.1K ﹤0.01% 887
2025
Q4 		$356K Buy
2,613
+2,175
+497% +$288K ﹤0.01% 838
2025
Q3 		$58.7K Buy
+438
New +$57.3K ﹤0.01% 1211
2025
Q1 		– Sell
-430
Closed -$54.4K – 1460
2024
Q4 		$54.4K Buy
+430
New +$56.1K ﹤0.01% 1095
2024
Q1 		– Sell
-71
Closed -$7.11K – 1174
2023
Q4 		$7.11K Sell
71
-11,261
-99% -$1.08M ﹤0.01% 820
2023
Q3 		$1.04M Buy
+11,332
New +$1.03M 0.03% 298
2023
Q2 		– Sell
-163
Closed -$14K – 826
2023
Q1 		$14K Hold
163
– – ﹤0.01% 658
2022
Q4 		$14.9K Hold
163
– – ﹤0.01% 672
2022
Q3 		$13K Buy
+163
New +$13.6K ﹤0.01% 645

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's IAK Position: Q1 2026 in Review

Aptus Capital Advisors reduced its iShares US Insurance ETF (IAK) stake by 14% in Q1 2026, selling an estimated $47.1K and leaving 2,258 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Aptus Capital Advisors first reported a position in IAK in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2023. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Aptus Capital Advisors held 2,258 shares of iShares US Insurance ETF worth $290K as of Q1 2026.
  • Aptus Capital Advisors sold 355 iShares US Insurance ETF shares in Q1 2026, an estimated $47.1K.
  • iShares US Insurance ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #887 holding.
  • Aptus Capital Advisors first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 9 quarters since.
  • Aptus Capital Advisors's iShares US Insurance ETF position peaked at $1.04M in Q3 2023.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.