Clearstead Advisors
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Clearstead Advisors’s iShares US Insurance ETF IAK Stock Holding History

Clearstead 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
Q3 		$6.8K Buy
+50
New +$7.24K ﹤0.01% 2111

Other funds holding IAK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Brandywine Financial Group
Brandywine Financial Group Thompsons Station, Tennessee $118M AUM 18.44% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Clearstead Advisors's IAK Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares US Insurance ETF (IAK) in Q3 2026: 50 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #2111 among its holdings.

89 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Clearstead Advisors held 50 shares of iShares US Insurance ETF worth $6.8K as of Q3 2026.
  • iShares US Insurance ETF was a new Clearstead Advisors position in Q3 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2111 holding.
  • 89 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.