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 Q3	–	Sell	-39	Closed	-$5.48K	–	109
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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Bulwark Capital's IAK Position: Q3 2026 in Review

Bulwark Capital sold out of iShares US Insurance ETF (IAK) in Q3 2026, closing a stake of 39 shares — an estimated $5.48K sold.

Bulwark Capital first reported a position in IAK in Q2 2025 and held it in 5 quarters. The position peaked at $281K in Q3 2025. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

Bulwark Capital reported no remaining iShares US Insurance ETF position as of Q3 2026 after selling out during the quarter.
Bulwark Capital sold 39 iShares US Insurance ETF shares in Q3 2026, an estimated $5.48K.
Bulwark Capital first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 5 quarters.
Bulwark Capital's iShares US Insurance ETF position peaked at $281K in Q3 2025.
9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.