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Councilmark Asset Management’s iShares US Insurance ETF IAK Stock Holding History

Councilmark Asset 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 		$228K Hold
1,625
– – 0.12% 81
2026
Q1 		$208K Hold
1,625
– – 0.12% 85
2025
Q4 		$221K Hold
1,625
– – 0.12% 82
2025
Q3 		$218K Hold
1,625
– – 0.12% 82
2025
Q2 		$218K Hold
1,625
– – 0.14% 82
2025
Q1 		$224K Hold
1,625
– – 0.15% 80
2024
Q4 		$206K Hold
1,625
– – 0.14% 80
2024
Q3 		$210K Buy
+1,625
New +$198K 0.14% 80

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

Councilmark Asset Management's IAK Position: Q2 2026 in Review

Councilmark Asset Management held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 1,625 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #81.

Councilmark Asset Management first reported a position in IAK in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Councilmark Asset Management held 1,625 shares of iShares US Insurance ETF worth $228K as of Q2 2026.
  • Councilmark Asset Management left its iShares US Insurance ETF share count unchanged in Q2 2026.
  • iShares US Insurance ETF made up 0.12% of Councilmark Asset Management's portfolio in Q2 2026, its #81 holding.
  • Councilmark Asset Management first reported a position in iShares US Insurance ETF in Q3 2024 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.