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Bramshill Investments’s iShares US Insurance ETF IAK Stock Holding History

Bramshill Investments’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 		$351K Buy
+2,500
New +$332K 0.03% 142
2025
Q3 		– Sell
-7,500
Closed -$1.01M – 160
2025
Q2 		$1.01M Buy
+7,500
New +$996K 0.11% 58

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 40.89% 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

Bramshill Investments's IAK Position: Q2 2026 in Review

Bramshill Investments opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 2,500 shares worth $351K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Bramshill Investments previously reported a position in IAK as recently as Q2 2025.

Bramshill Investments first reported a position in IAK in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Bramshill Investments held 2,500 shares of iShares US Insurance ETF worth $351K as of Q2 2026.
  • iShares US Insurance ETF was a new Bramshill Investments position in Q2 2026.
  • iShares US Insurance ETF made up 0.03% of Bramshill Investments's portfolio in Q2 2026, its #142 holding.
  • Bramshill Investments first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 2 quarters since.
  • Bramshill Investments's iShares US Insurance ETF position peaked at $1.01M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.