Cardiff Park Advisors’s iShares US Insurance ETF IAK Stock Holding History

Cardiff Park 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	$492K	Hold	3,500	–	–	0.04%	178
2026 Q1	$449K	Hold	3,500	–	–	0.04%	191
2025 Q4	$477K	Hold	3,500	–	–	0.04%	179
2025 Q3	$469K	Hold	3,500	–	–	0.04%	191
2025 Q2	$471K	Hold	3,500	–	–	0.04%	178
2025 Q1	$482K	Hold	3,500	–	–	0.05%	165
2024 Q4	$443K	Hold	3,500	–	–	0.04%	171
2024 Q3	$452K	Hold	3,500	–	–	0.04%	169
2024 Q2	$395K	Hold	3,500	–	–	0.04%	177
2024 Q1	$411K	Hold	3,500	–	–	0.04%	181
2023 Q4	$350K	Hold	3,500	–	–	0.04%	173
2023 Q3	$321K	Hold	3,500	–	–	0.04%	171
2023 Q2	$308K	Hold	3,500	–	–	0.04%	187
2023 Q1	$300K	Sell	3,500 -3,000	-46%	-$272K	0.04%	184
2022 Q4	$594K	Hold	6,500	–	–	0.08%	125
2022 Q3	$514K	Sell	6,500 -1,000	-13%	-$83.3K	0.08%	137
2022 Q2	$622K	Buy	+7,500	New	+$649K	0.09%	120

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

Cardiff Park Advisors's IAK Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 3,500 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #178.

Cardiff Park Advisors first reported a position in IAK in Q2 2022 and has held it in 17 quarters since. The position peaked at $622K in Q2 2022. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Cardiff Park Advisors held 3,500 shares of iShares US Insurance ETF worth $492K as of Q2 2026.
Cardiff Park Advisors left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #178 holding.
Cardiff Park Advisors first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 17 quarters since.
Cardiff Park Advisors's iShares US Insurance ETF position peaked at $622K in Q2 2022.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.