BIP Wealth’s iShares US Insurance ETF IAK Stock Holding History

BIP Wealth’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	–	Sell	-2,745	Closed	-$352K	–	570
2026 Q1	$352K	Sell	2,745 -75	-3%	-$9.95K	0.01%	347
2025 Q4	$384K	Buy	+2,820	New	+$374K	0.01%	330

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

BIP Wealth's IAK Position: Q2 2026 in Review

BIP Wealth sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 2,745 shares — an estimated $352K sold.

BIP Wealth first reported a position in IAK in Q4 2025 and held it in 2 quarters. The position peaked at $384K in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

BIP Wealth reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
BIP Wealth sold 2,745 iShares US Insurance ETF shares in Q2 2026, an estimated $352K.
BIP Wealth first reported a position in iShares US Insurance ETF in Q4 2025 and held it in 2 quarters.
BIP Wealth's iShares US Insurance ETF position peaked at $384K in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.