Belpointe Asset Management’s iShares US Insurance ETF IAK Stock Holding History

Belpointe Asset Management’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	$1.11M	Sell	7,914 -993	-11%	-$132K	0.04%	463
2026 Q1	$1.14M	Buy	8,907 +2,706	+44%	+$359K	0.04%	408
2025 Q4	$844K	Buy	6,201 +385	+7%	+$51K	0.03%	493
2025 Q3	$780K	Buy	5,816 +775	+15%	+$101K	0.03%	490
2025 Q2	$678K	Buy	5,041 +367	+8%	+$48.7K	0.03%	477
2025 Q1	$644K	Buy	4,674 +1,514	+48%	+$198K	0.03%	475
2024 Q4	$406K	Sell	3,160 -213	-6%	-$27.8K	0.02%	564
2024 Q3	$435K	Buy	3,373 +402	+14%	+$49K	0.03%	536
2024 Q2	$336K	Sell	2,971 -1,553	-34%	-$177K	0.02%	553
2024 Q1	$531K	Buy	+4,524	New	+$493K	0.04%	422
2023 Q2	–	Sell	-772	Closed	-$66.1K	–	1825
2023 Q1	$66.1K	Sell	772 -899	-54%	-$81.6K	﹤0.01%	1555
2022 Q4	$153K	Buy	+1,671	New	+$149K	0.01%	1016

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 40.91% 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

Belpointe Asset Management's IAK Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares US Insurance ETF (IAK) stake by 11% in Q2 2026, selling an estimated $132K and leaving 7,914 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #463.

Belpointe Asset Management first reported a position in IAK in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2026. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Belpointe Asset Management held 7,914 shares of iShares US Insurance ETF worth $1.11M as of Q2 2026.
Belpointe Asset Management sold 993 iShares US Insurance ETF shares in Q2 2026, an estimated $132K.
iShares US Insurance ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #463 holding.
Belpointe Asset Management first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 12 quarters since.
Belpointe Asset Management's iShares US Insurance ETF position peaked at $1.14M in Q1 2026.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.