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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Bulwark Capital's IAK Position: Q2 2026 in Review

Bulwark Capital reduced its iShares US Insurance ETF (IAK) stake by 93% in Q2 2026, selling an estimated $72.5K and leaving 39 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #98.

Bulwark Capital first reported a position in IAK in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Bulwark Capital held 39 shares of iShares US Insurance ETF worth $5.48K as of Q2 2026.
Bulwark Capital sold 546 iShares US Insurance ETF shares in Q2 2026, an estimated $72.5K.
iShares US Insurance ETF made up ﹤0.01% of Bulwark Capital's portfolio in Q2 2026, its #98 holding.
Bulwark Capital first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 5 quarters since.
Bulwark Capital's iShares US Insurance ETF position peaked at $281K in Q3 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.