Copia Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Copia Wealth Management’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	$46.7K	Hold	332	–	–	0.03%	220
2026 Q1	$42.6K	Sell	332 -677	-67%	-$89.8K	0.03%	213
2025 Q4	$137K	Sell	1,009 -132	-12%	-$17.5K	0.1%	127
2025 Q3	$153K	Sell	1,141 -262	-19%	-$34.3K	0.11%	114
2025 Q2	$189K	Buy	1,403 +499	+55%	+$66.3K	0.16%	93
2025 Q1	$125K	Buy	+904	New	+$118K	0.12%	108

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Copia Wealth Management's IAK Position: Q2 2026 in Review

Copia Wealth Management held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 332 shares worth $46.7K. The position accounts for 0.03% of the portfolio, ranked #220.

Copia Wealth Management first reported a position in IAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $189K in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Copia Wealth Management held 332 shares of iShares US Insurance ETF worth $46.7K as of Q2 2026.
Copia Wealth Management left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #220 holding.
Copia Wealth Management first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 6 quarters since.
Copia Wealth Management's iShares US Insurance ETF position peaked at $189K in Q2 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.