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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 – 2858
2025
Q2 		$563K Buy
+4,185
New +$556K 0.02% 488

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

CoreCap Advisors's IAK Position: Q2 2026 in Review

CoreCap Advisors opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 17 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in IAK as recently as Q2 2025.

CoreCap Advisors first reported a position in IAK in Q2 2025 and has held it in 2 quarters since. The position peaked at $563K in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • CoreCap Advisors held 17 shares of iShares US Insurance ETF worth $2.4K as of Q2 2026.
  • iShares US Insurance ETF was a new CoreCap Advisors position in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2495 holding.
  • CoreCap Advisors first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 2 quarters since.
  • CoreCap Advisors's iShares US Insurance ETF position peaked at $563K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.