Brandywine Financial Group’s iShares US Insurance ETF IAK Stock Holding History

Brandywine Financial Group’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 Q3	$3.84M	Buy	+28,336	New	+$4.1M	3.26%	12

Other funds holding IAK

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Brandywine Financial Group's IAK Position: Q3 2026 in Review

Brandywine Financial Group opened a new position in iShares US Insurance ETF (IAK) in Q3 2026: 28,336 shares worth $3.84M. The stake represents 3.26% of the portfolio and ranks #12 among its holdings.

57 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

Brandywine Financial Group held 28,336 shares of iShares US Insurance ETF worth $3.84M as of Q3 2026.
iShares US Insurance ETF was a new Brandywine Financial Group position in Q3 2026.
iShares US Insurance ETF made up 3.26% of Brandywine Financial Group's portfolio in Q3 2026, its #12 holding.
57 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Brandywine Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.