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Blue Trust Inc’s iShares US Insurance ETF IAK Stock Holding History

Blue Trust Inc’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 		$57.3K Buy
407
+1
+0.2% +$133 ﹤0.01% 1297
2026
Q1 		$52.1K Buy
406
+396
+3,960% +$52.5K ﹤0.01% 1309
2025
Q4 		$1.36K Buy
+10
New +$1.32K ﹤0.01% 2220

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

Blue Trust Inc's IAK Position: Q2 2026 in Review

Blue Trust Inc increased its iShares US Insurance ETF (IAK) stake by 0.25% in Q2 2026, buying an estimated $133 and bringing the position to 407 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Blue Trust Inc first reported a position in IAK in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Blue Trust Inc held 407 shares of iShares US Insurance ETF worth $57.3K as of Q2 2026.
  • Blue Trust Inc bought 1 iShares US Insurance ETF share in Q2 2026, an estimated $133.
  • iShares US Insurance ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1297 holding.
  • Blue Trust Inc first reported a position in iShares US Insurance ETF in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.