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Clayton Financial Group’s iShares US Insurance ETF IAK Stock Holding History

Clayton Financial Group’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
Q3 		$7.19K Buy
+53
New +$7.67K ﹤0.01% 196
2026
Q2 		– Sell
-50
Closed -$6.42K – 298
2026
Q1 		$6.42K Hold
50
– – ﹤0.01% 281
2025
Q4 		$6.81K Hold
50
– – ﹤0.01% 273
2025
Q3 		$6.7K Buy
+50
New +$6.54K ﹤0.01% 154

Other funds holding IAK

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Clayton Financial Group's IAK Position: Q3 2026 in Review

Clayton Financial Group opened a new position in iShares US Insurance ETF (IAK) in Q3 2026: 53 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in IAK as recently as Q1 2026.

Clayton Financial Group first reported a position in IAK in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Clayton Financial Group held 53 shares of iShares US Insurance ETF worth $7.19K as of Q3 2026.
  • iShares US Insurance ETF was a new Clayton Financial Group position in Q3 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Clayton Financial Group's portfolio in Q3 2026, its #196 holding.
  • Clayton Financial Group first reported a position in iShares US Insurance ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.