AWA
IAK icon

Arkadios Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Arkadios Wealth 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 		$1.1M Buy
7,851
+213
+3% +$28.3K 0.02% 770
2026
Q1 		$980K Buy
7,638
+349
+5% +$46.3K 0.02% 797
2025
Q4 		$992K Buy
7,289
+3,378
+86% +$448K 0.02% 709
2025
Q3 		$524K Sell
3,911
-268
-6% -$35.1K 0.01% 913
2025
Q2 		$562K Buy
+4,179
New +$555K 0.02% 801
2021
Q4 		– Sell
-172
Closed -$13K – 1119
2021
Q3 		$13K Buy
172
+1
+0.6% +$79 ﹤0.01% 1370
2021
Q2 		$13K Buy
171
+1
+0.6% +$79 ﹤0.01% 1451
2021
Q1 		$12K Buy
170
+1
+0.6% +$71 ﹤0.01% 1126
2020
Q4 		$11K Buy
169
+1
+0.6% +$63 ﹤0.01% 928
2020
Q3 		$9.76K Buy
168
+1
+0.6% +$57 ﹤0.01% 753
2020
Q2 		$9.34K Sell
167
-515
-76% -$27.1K 0.01% 694
2020
Q1 		$33.8K Buy
682
+7
+1% +$459 0.02% 396
2019
Q4 		$50.9K Buy
+675
New +$47.6K 0.03% 310

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
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

Arkadios Wealth Advisors's IAK Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Insurance ETF (IAK) stake by 2.8% in Q2 2026, buying an estimated $28.3K and bringing the position to 7,851 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #770.

Arkadios Wealth Advisors first reported a position in IAK in Q4 2019 and has held it in 13 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Arkadios Wealth Advisors held 7,851 shares of iShares US Insurance ETF worth $1.1M as of Q2 2026.
  • Arkadios Wealth Advisors bought 213 iShares US Insurance ETF shares in Q2 2026, an estimated $28.3K.
  • iShares US Insurance ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #770 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Insurance ETF in Q4 2019 and has held it in 13 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.