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 Q2	$307K	Sell	2,186 -72	-3%	-$9.56K	﹤0.01%	934
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 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 40.89% 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

Aptus Capital Advisors's IAK Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares US Insurance ETF (IAK) stake by 3.2% in Q2 2026, selling an estimated $9.56K and leaving 2,186 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Aptus Capital Advisors first reported a position in IAK in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Aptus Capital Advisors held 2,186 shares of iShares US Insurance ETF worth $307K as of Q2 2026.
Aptus Capital Advisors sold 72 iShares US Insurance ETF shares in Q2 2026, an estimated $9.56K.
iShares US Insurance ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #934 holding.
Aptus Capital Advisors first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares US Insurance ETF position peaked at $1.04M in Q3 2023.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.