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

CoreCap 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 		$1.64K Sell
12
-5
-29% -$724 ﹤0.01% 2553
2026
Q2 		$2.4K Buy
+17
New +$2.26K ﹤0.01% 2495
2025
Q3 		– Sell
-4,185
Closed -$563K – 2858
2025
Q2 		$563K Buy
+4,185
New +$556K 0.02% 488

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
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CoreCap Advisors's IAK Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares US Insurance ETF (IAK) stake by 29% in Q3 2026, selling an estimated $724 and leaving 12 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

CoreCap Advisors first reported a position in IAK in Q2 2025 and has held it in 3 quarters since. The position peaked at $563K in Q2 2025. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • CoreCap Advisors held 12 shares of iShares US Insurance ETF worth $1.64K as of Q3 2026.
  • CoreCap Advisors sold 5 iShares US Insurance ETF shares in Q3 2026, an estimated $724.
  • iShares US Insurance ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2553 holding.
  • CoreCap Advisors first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's iShares US Insurance ETF position peaked at $563K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.