COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Insurance ETF IAK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$66.3K	Buy	+472	New	+$62.7K	0.01%	633

Other funds holding IAK

LPL Financial San Diego, California $445B AUM 25.58% 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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IAK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 472 shares worth $66.3K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings.

113 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 472 shares of iShares US Insurance ETF worth $66.3K as of Q2 2026.
iShares US Insurance ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Insurance ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #633 holding.
113 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.