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Capital Advisory Group Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

Capital Advisory Group Advisory Services’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
Q1 		– Sell
-26,370
Closed -$3.59M – 75
2025
Q4 		$3.59M Buy
26,370
+44
+0.2% +$5.83K 1.06% 23
2025
Q3 		$3.53M Sell
26,326
-80
-0.3% -$10.5K 1.1% 22
2025
Q2 		$3.55M Buy
26,406
+256
+1% +$34K 1.28% 19
2025
Q1 		$3.6M Buy
26,150
+808
+3% +$106K 1.38% 17
2024
Q4 		$3.21M Buy
25,342
+8,656
+52% +$1.13M 1.15% 22
2024
Q3 		$2.15M Buy
16,686
+4,505
+37% +$549K 0.86% 38
2024
Q2 		$1.38M Buy
12,181
+1,425
+13% +$163K 0.59% 51
2024
Q1 		$1.26M Sell
10,756
-134
-1% -$14.6K 0.6% 52
2023
Q4 		$1.09M Sell
10,890
-410
-4% -$39.5K 0.58% 49
2023
Q3 		$1.04M Sell
11,300
-478
-4% -$43.4K 0.59% 51
2023
Q2 		$1.03M Buy
11,778
+2,813
+31% +$243K 0.74% 40
2023
Q1 		$768K Buy
8,965
+518
+6% +$47K 0.46% 62
2022
Q4 		$772K Buy
8,447
+509
+6% +$45.4K 0.52% 52
2022
Q3 		$628K Sell
7,938
-852
-10% -$71K 0.44% 66
2022
Q2 		$744K Sell
8,790
-302
-3% -$26.1K 0.44% 68
2022
Q1 		$829K Sell
9,092
-41
-0.4% -$3.55K 0.38% 72
2021
Q4 		$763K Sell
9,133
-80
-0.9% -$6.59K 0.33% 78
2021
Q3 		$720K Sell
9,213
-7,302
-44% -$578K 0.26% 94
2021
Q2 		$1.28M Buy
16,515
+806
+5% +$63.6K 0.46% 54
2021
Q1 		$1.17M Buy
15,709
+54
+0.3% +$3.84K 0.45% 57
2020
Q4 		$1.06M Buy
15,655
+3,301
+27% +$207K 0.44% 60
2020
Q3 		$689K Buy
12,354
+141
+1% +$8.07K 0.36% 71
2020
Q2 		$672K Buy
+12,213
New +$642K 0.38% 59

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisory Group Advisory Services's IAK Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 26,370 shares — an estimated $3.59M sold.

Capital Advisory Group Advisory Services first reported a position in IAK in Q2 2020 and held it in 23 quarters. The position peaked at $3.6M in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 26,370 iShares US Insurance ETF shares in Q1 2026, an estimated $3.59M.
  • Capital Advisory Group Advisory Services first reported a position in iShares US Insurance ETF in Q2 2020 and held it in 23 quarters.
  • Capital Advisory Group Advisory Services's iShares US Insurance ETF position peaked at $3.6M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.