Commonwealth Equity Services
IAK icon

Commonwealth Equity Services’s iShares US Insurance ETF IAK Stock Holding History

Commonwealth Equity Services’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 		$304K Sell
2,165
-169
-7% -$22.4K ﹤0.01% 3744
2026
Q1 		$299K Sell
2,334
-537
-19% -$71.3K ﹤0.01% 3649
2025
Q4 		$391K Sell
2,871
-90,509
-97% -$12M ﹤0.01% 3407
2025
Q3 		$12.5M Buy
93,380
+84,134
+910% +$11M 0.02% 804
2025
Q2 		$1.24M Sell
9,246
-59,696
-87% -$7.93M ﹤0.01% 2383
2025
Q1 		$9.5M Buy
68,942
+63,891
+1,265% +$8.35M 0.01% 896
2024
Q4 		$639K Buy
5,051
+104
+2% +$13.6K ﹤0.01% 2766
2024
Q3 		$638K Sell
4,947
-15,197
-75% -$1.85M ﹤0.01% 2701
2024
Q2 		$2.27M Sell
20,144
-1,540
-7% -$176K ﹤0.01% 1703
2024
Q1 		$2.55M Sell
21,684
-1,493
-6% -$163K ﹤0.01% 1615
2023
Q4 		$2.32M Sell
23,177
-8,822
-28% -$849K ﹤0.01% 1592
2023
Q3 		$2.93M Sell
31,999
-3,824
-11% -$347K 0.01% 1350
2023
Q2 		$3.15M Sell
35,823
-14,620
-29% -$1.26M 0.01% 1325
2023
Q1 		$4.32M Buy
50,443
+22,301
+79% +$2.02M 0.01% 1081
2022
Q4 		$2.57M Buy
28,142
+6,807
+32% +$607K 0.01% 1332
2022
Q3 		$1.69M Buy
21,335
+16,582
+349% +$1.38M ﹤0.01% 1538
2022
Q2 		$394K Buy
+4,753
New +$411K ﹤0.01% 2598

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

Commonwealth Equity Services's IAK Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares US Insurance ETF (IAK) stake by 7.2% in Q2 2026, selling an estimated $22.4K and leaving 2,165 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3744.

Commonwealth Equity Services first reported a position in IAK in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.5M in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Commonwealth Equity Services held 2,165 shares of iShares US Insurance ETF worth $304K as of Q2 2026.
  • Commonwealth Equity Services sold 169 iShares US Insurance ETF shares in Q2 2026, an estimated $22.4K.
  • iShares US Insurance ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3744 holding.
  • Commonwealth Equity Services first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's iShares US Insurance ETF position peaked at $12.5M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.