Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Insurance ETF IAK Stock Holding History

Cetera Investment Advisers’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 		$4.18M Buy
29,745
+9,020
+44% +$1.2M ﹤0.01% 1761
2026
Q1 		$2.66M Buy
20,725
+10,366
+100% +$1.38M ﹤0.01% 2017
2025
Q4 		$1.41M Buy
10,359
+824
+9% +$109K ﹤0.01% 2529
2025
Q3 		$1.28M Buy
9,535
+3,485
+58% +$456K ﹤0.01% 2557
2025
Q2 		$813K Sell
6,050
-1,373
-18% -$182K ﹤0.01% 2564
2025
Q1 		$1.02M Buy
7,423
+1,613
+28% +$211K ﹤0.01% 2241
2024
Q4 		$735K Buy
5,810
+459
+9% +$59.9K ﹤0.01% 2379
2024
Q3 		$691K Buy
5,351
+757
+16% +$92.3K ﹤0.01% 2389
2024
Q2 		$519K Buy
4,594
+412
+10% +$47K ﹤0.01% 2566
2024
Q1 		$491K Buy
+4,182
New +$455K ﹤0.01% 2620

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

Cetera Investment Advisers's IAK Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares US Insurance ETF (IAK) stake by 44% in Q2 2026, buying an estimated $1.2M and bringing the position to 29,745 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Cetera Investment Advisers first reported a position in IAK in Q1 2024 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Cetera Investment Advisers held 29,745 shares of iShares US Insurance ETF worth $4.18M as of Q2 2026.
  • Cetera Investment Advisers bought 9,020 iShares US Insurance ETF shares in Q2 2026, an estimated $1.2M.
  • iShares US Insurance ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1761 holding.
  • Cetera Investment Advisers first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 10 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.