Bank of Montreal
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Bank of Montreal’s iShares US Insurance ETF IAK Stock Holding History

Bank of Montreal’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 		$87K Sell
678
-4
-0.6% -$531 ﹤0.01% 3159
2025
Q4 		$92.8K Buy
682
+2
+0.3% +$265 ﹤0.01% 3067
2025
Q3 		$91.1K Buy
680
+13
+2% +$1.7K ﹤0.01% 3001
2025
Q2 		$89.6K Buy
667
+13
+2% +$1.73K ﹤0.01% 3010
2025
Q1 		$90.2K Buy
654
+2
+0.3% +$261 ﹤0.01% 2942
2024
Q4 		$82.4K Sell
652
-19,167
-97% -$2.5M ﹤0.01% 2995
2024
Q3 		$2.55M Sell
19,819
-2,248
-10% -$274K ﹤0.01% 1589
2024
Q2 		$2.55M Sell
22,067
-595,192
-96% -$67.9M ﹤0.01% 1554
2024
Q1 		$72.5M Buy
617,259
+611,962
+11,553% +$66.6M 0.02% 355
2023
Q4 		$531K Buy
5,297
+4,535
+595% +$437K ﹤0.01% 2458
2023
Q3 		$71.5K Buy
762
+87
+13% +$7.91K ﹤0.01% 3363
2023
Q2 		$59.5K Sell
675
-14
-2% -$1.21K ﹤0.01% 3566
2023
Q1 		$59K Sell
689
-244,788
-100% -$22.2M ﹤0.01% 3340
2022
Q4 		$22.6M Buy
245,477
+244,775
+34,868% +$21.8M 0.01% 650
2022
Q3 		$59 Buy
702
+451
+180% +$37.6K ﹤0.01% 3591
2022
Q2 		$21 Hold
251
– – ﹤0.01% 3761
2022
Q1 		$23K Hold
251
– – ﹤0.01% 3911
2021
Q4 		$21K Hold
251
– – ﹤0.01% 3336
2021
Q3 		$20K Hold
251
– – ﹤0.01% 3662
2021
Q2 		$19K Sell
251
-9
-3% -$710 ﹤0.01% 3513
2021
Q1 		$20K Hold
260
– – ﹤0.01% 4063
2020
Q4 		$18K Hold
260
– – ﹤0.01% 4459
2020
Q3 		$15K Hold
260
– – ﹤0.01% 3947
2020
Q2 		$14K Hold
260
– – ﹤0.01% 4010
2020
Q1 		$12K Sell
260
-4
-2% -$262 ﹤0.01% 3424
2019
Q4 		$19K Hold
264
– – ﹤0.01% 4339
2019
Q3 		$19K Hold
264
– – ﹤0.01% 4124
2019
Q2 		$19K Sell
264
-17
-6% -$1.16K ﹤0.01% 4205
2019
Q1 		$18K Sell
281
-5,891
-95% -$369K ﹤0.01% 3706
2018
Q4 		$356K Buy
6,172
+5,386
+685% +$331K ﹤0.01% 2318
2018
Q3 		$52K Buy
786
+65
+9% +$4.24K ﹤0.01% 3375
2018
Q2 		$44K Hold
721
– – ﹤0.01% 3461
2018
Q1 		$47K Sell
721
-1,962
-73% -$130K ﹤0.01% 3254
2017
Q4 		$179K Buy
2,683
+1,642
+158% +$108K ﹤0.01% 2727
2017
Q3 		$66K Hold
1,041
– – ﹤0.01% 3128
2017
Q2 		$65K Buy
1,041
+106
+11% +$6.47K ﹤0.01% 3131
2017
Q1 		$57K Hold
935
– – ﹤0.01% 3036
2016
Q4 		$54K Hold
935
– – ﹤0.01% 3082
2016
Q3 		$49K Sell
935
-335
-26% -$17.4K ﹤0.01% 3053
2016
Q2 		$64K Buy
1,270
+10
+0.8% +$508 ﹤0.01% 2978
2016
Q1 		$63K Sell
1,260
-330
-21% -$15.8K ﹤0.01% 2964
2015
Q4 		$81K Sell
1,590
-155
-9% -$8K ﹤0.01% 2855
2015
Q3 		$85K Buy
1,745
+155
+10% +$7.91K ﹤0.01% 2702
2015
Q2 		$80K Hold
1,590
– – ﹤0.01% 2835
2015
Q1 		$79K Sell
1,590
-215
-12% -$10.5K ﹤0.01% 2739
2014
Q4 		$90K Buy
1,805
+175
+11% +$8.47K ﹤0.01% 2822
2014
Q3 		$77K Buy
1,630
+60
+4% +$2.85K ﹤0.01% 2941
2014
Q2 		$75K Buy
1,570
+90
+6% +$4.19K ﹤0.01% 3007
2014
Q1 		$68K Sell
1,480
-10,845
-88% -$491K ﹤0.01% 2979
2013
Q4 		$584K Buy
12,325
+1,005
+9% +$45.7K ﹤0.01% 1734
2013
Q3 		$486K Buy
11,320
+780
+7% +$33.3K ﹤0.01% 1824
2013
Q2 		$430K Buy
+10,540
New +$417K ﹤0.01% 1822

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 $382M AUM 26.37% 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 $176M AUM 57.06% 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

Bank of Montreal's IAK Position: Q1 2026 in Review

Bank of Montreal reduced its iShares US Insurance ETF (IAK) stake by 0.59% in Q1 2026, selling an estimated $531 and leaving 678 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Bank of Montreal first reported a position in IAK in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.5M in Q1 2024. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Bank of Montreal held 678 shares of iShares US Insurance ETF worth $87K as of Q1 2026.
  • Bank of Montreal sold 4 iShares US Insurance ETF shares in Q1 2026, an estimated $531.
  • iShares US Insurance ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3159 holding.
  • Bank of Montreal first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's iShares US Insurance ETF position peaked at $72.5M in Q1 2024.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.