Bulwark Capital’s iShares US Insurance ETF IAK Stock Holding History

Bulwark Capital’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	$5.48K	Sell	39 -546	-93%	-$72.5K	﹤0.01%	98
2026 Q1	$75K	Sell	585 -338	-37%	-$44.8K	0.05%	64
2025 Q4	$126K	Sell	923 -1,174	-56%	-$156K	0.09%	58
2025 Q3	$281K	Buy	2,097 +912	+77%	+$119K	0.22%	45
2025 Q2	$159K	Buy	+1,185	New	+$157K	0.13%	49

Other funds holding IAK

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return