Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares US Insurance ETF IAK Stock Holding History

Cambridge Investment Research Advisors’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 		$1.59M Sell
11,342
-2,162
-16% -$287K ﹤0.01% 1871
2026
Q1 		$1.73M Sell
13,504
-1,229
-8% -$163K ﹤0.01% 1706
2025
Q4 		$2.01M Sell
14,733
-17,897
-55% -$2.37M 0.01% 1522
2025
Q3 		$4.37M Buy
32,630
+9,455
+41% +$1.24M 0.01% 991
2025
Q2 		$3.12M Buy
23,175
+1,292
+6% +$172K 0.01% 1125
2025
Q1 		$3.02M Sell
21,883
-55,296
-72% -$7.23M 0.01% 1093
2024
Q4 		$9.76M Buy
77,179
+57,839
+299% +$7.55M 0.03% 500
2024
Q3 		$2.5M Sell
19,340
-2,473
-11% -$301K 0.01% 1185
2024
Q2 		$2.46M Sell
21,813
-76,024
-78% -$8.67M 0.01% 1148
2024
Q1 		$11.5M Buy
97,837
+83,191
+568% +$9.06M 0.04% 404
2023
Q4 		$1.47M Buy
14,646
+3,406
+30% +$328K 0.01% 1402
2023
Q3 		$1.03M Sell
11,240
-3,352
-23% -$305K ﹤0.01% 1559
2023
Q2 		$1.28M Buy
14,592
+46
+0.3% +$3.97K 0.01% 1442
2023
Q1 		$1.25M Buy
14,546
+3,559
+32% +$323K 0.01% 1427
2022
Q4 		$1M Buy
10,987
+4,545
+71% +$406K 0.01% 1514
2022
Q3 		$510K Buy
6,442
+379
+6% +$31.6K ﹤0.01% 1919
2022
Q2 		$503K Buy
6,063
+2,847
+89% +$246K ﹤0.01% 1956
2022
Q1 		$293K Buy
3,216
+191
+6% +$16.5K ﹤0.01% 2573
2021
Q4 		$253K Buy
3,025
+150
+5% +$12.4K ﹤0.01% 2686
2021
Q3 		$225K Sell
2,875
-529
-16% -$41.9K ﹤0.01% 2711
2021
Q2 		$263K Buy
+3,404
New +$269K ﹤0.01% 2573
2016
Q1 		– Sell
-5,690
Closed -$291K – 1625
2015
Q4 		$291K Sell
5,690
-1,794
-24% -$92.6K 0.01% 1137
2015
Q3 		$364K Sell
7,484
-2,304
-24% -$118K 0.01% 931
2015
Q2 		$495K Buy
9,788
+13
+0.1% +$653 0.01% 810
2015
Q1 		$484K Buy
9,775
+454
+5% +$22.1K 0.01% 817
2014
Q4 		$466K Sell
9,321
-448
-5% -$21.7K 0.01% 817
2014
Q3 		$460K Sell
9,769
-3,646
-27% -$174K 0.01% 873
2014
Q2 		$641K Buy
13,415
+428
+3% +$19.9K 0.02% 627
2014
Q1 		$596K Sell
12,987
-4,558
-26% -$206K 0.02% 635
2013
Q4 		$831K Buy
17,545
+373
+2% +$17K 0.03% 461
2013
Q3 		$737K Sell
17,172
-503
-3% -$21.5K 0.03% 469
2013
Q2 		$720K Buy
+17,675
New +$700K 0.04% 411

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 40.91% 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

Cambridge Investment Research Advisors's IAK Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares US Insurance ETF (IAK) stake by 16% in Q2 2026, selling an estimated $287K and leaving 11,342 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Cambridge Investment Research Advisors first reported a position in IAK in Q2 2013 and has held it in 32 quarters since. The position peaked at $11.5M in Q1 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,342 shares of iShares US Insurance ETF worth $1.59M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,162 iShares US Insurance ETF shares in Q2 2026, an estimated $287K.
  • iShares US Insurance ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1871 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's iShares US Insurance ETF position peaked at $11.5M in Q1 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.