Cottonwood Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Cottonwood Capital 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 Q1	–	Sell	-26,117	Closed	-$3.56M	–	89
2025 Q4	$3.56M	Buy	26,117 +378	+1%	+$50.1K	2.53%	14
2025 Q3	$3.45M	Buy	25,739 +2,202	+9%	+$288K	2.51%	13
2025 Q2	$3.16M	Buy	23,537 +232	+1%	+$30.8K	2.13%	15
2025 Q1	$3.21M	Buy	23,305 +2,406	+12%	+$314K	2.36%	13
2024 Q4	$2.64M	Buy	20,899 +2,151	+11%	+$281K	1.9%	16
2024 Q3	$2.42M	Buy	18,748 +6,787	+57%	+$827K	1.78%	18
2024 Q2	$1.35M	Buy	11,961 +1,258	+12%	+$144K	1.05%	26
2024 Q1	$1.18M	Buy	10,703 +2,124	+25%	+$231K	0.94%	28
2023 Q4	$859K	Buy	8,579 +1,391	+19%	+$134K	0.71%	38
2023 Q3	$659K	Buy	7,188 +2,339	+48%	+$213K	0.62%	45
2023 Q2	$426K	Buy	4,849 +1,035	+27%	+$89.4K	0.39%	59
2023 Q1	$327K	Buy	3,814 +662	+21%	+$60.1K	0.3%	68
2022 Q4	$288K	Buy	+3,152	New	+$281K	0.26%	75

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cottonwood Capital Advisors's IAK Position: Q1 2026 in Review

Cottonwood Capital Advisors sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 26,117 shares — an estimated $3.56M sold.

Cottonwood Capital Advisors first reported a position in IAK in Q4 2022 and held it in 13 quarters. The position peaked at $3.56M in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Cottonwood Capital Advisors reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
Cottonwood Capital Advisors sold 26,117 iShares US Insurance ETF shares in Q1 2026, an estimated $3.56M.
Cottonwood Capital Advisors first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 13 quarters.
Cottonwood Capital Advisors's iShares US Insurance ETF position peaked at $3.56M in Q4 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.