Baird Financial Group
IAK icon

Baird Financial Group’s iShares US Insurance ETF IAK Stock Holding History

Baird Financial Group’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 		$2.88M Buy
20,523
+79
+0.4% +$10.5K ﹤0.01% 964
2026
Q1 		$2.62M Buy
+20,444
New +$2.71M ﹤0.01% 954
2025
Q1 		– Sell
-1,617
Closed -$205K – 1795
2024
Q4 		$205K Sell
1,617
-190
-11% -$24.8K ﹤0.01% 1677
2024
Q3 		$233K Sell
1,807
-7,101
-80% -$866K ﹤0.01% 1624
2024
Q2 		$1.01M Buy
+8,908
New +$1.02M ﹤0.01% 1171

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

Baird Financial Group's IAK Position: Q2 2026 in Review

Baird Financial Group increased its iShares US Insurance ETF (IAK) stake by 0.39% in Q2 2026, buying an estimated $10.5K and bringing the position to 20,523 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Baird Financial Group first reported a position in IAK in Q2 2024 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Baird Financial Group held 20,523 shares of iShares US Insurance ETF worth $2.88M as of Q2 2026.
  • Baird Financial Group bought 79 iShares US Insurance ETF shares in Q2 2026, an estimated $10.5K.
  • iShares US Insurance ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #964 holding.
  • Baird Financial Group first reported a position in iShares US Insurance ETF in Q2 2024 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.