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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
Q2 		$2.4K Buy
+17
New +$2.26K ﹤0.01% 2495
2025
Q3 		– Sell
-4,185
Closed -$563K – 2861
2025
Q2 		$563K Buy
+4,185
New +$556K 0.02% 488

Other funds holding IAK

NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return