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

Capital Investment 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
-32
Closed -$4.39K – 1232
2025
Q4 		$4.39K Hold
32
– – ﹤0.01% 1082
2025
Q3 		$4.31K Buy
32
+19
+146% +$2.49K ﹤0.01% 1020
2025
Q2 		$1.75K Buy
+13
New +$1.73K ﹤0.01% 1034

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 Investment Advisory Services's IAK Position: Q1 2026 in Review

Capital Investment Advisory Services sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 32 shares — an estimated $4.39K sold.

Capital Investment Advisory Services first reported a position in IAK in Q2 2025 and held it in 3 quarters. The position peaked at $4.39K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Capital Investment Advisory Services reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 32 iShares US Insurance ETF shares in Q1 2026, an estimated $4.39K.
  • Capital Investment Advisory Services first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 3 quarters.
  • Capital Investment Advisory Services's iShares US Insurance ETF position peaked at $4.39K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.