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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
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

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

Clayton Financial Group's IAK Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 50 shares — an estimated $6.42K sold.

Clayton Financial Group first reported a position in IAK in Q3 2025 and held it in 3 quarters. The position peaked at $6.81K in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 50 iShares US Insurance ETF shares in Q2 2026, an estimated $6.42K.
  • Clayton Financial Group first reported a position in iShares US Insurance ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's iShares US Insurance ETF position peaked at $6.81K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.