Creative Planning
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Creative Planning’s iShares US Insurance ETF IAK Stock Holding History

Creative Planning’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 		$273K Buy
2,129
+20
+0.9% +$2.65K ﹤0.01% 3490
2025
Q4 		$287K Sell
2,109
-1,174
-36% -$156K ﹤0.01% 3272
2025
Q3 		$440K Buy
3,283
+1,350
+70% +$177K ﹤0.01% 2833
2025
Q2 		$260K Buy
1,933
+342
+21% +$45.4K ﹤0.01% 3024
2025
Q1 		$219K Sell
1,591
-120
-7% -$15.7K ﹤0.01% 2990
2024
Q4 		$216K Buy
+1,711
New +$223K ﹤0.01% 2920
2017
Q4 		– Sell
-5,100
Closed -$325K – 1951
2017
Q3 		$325K Buy
5,100
+5,000
+5,000% +$316K ﹤0.01% 1282
2017
Q2 		$6K Hold
100
– – ﹤0.01% 3907
2017
Q1 		$6K Hold
100
– – ﹤0.01% 3876
2016
Q4 		$6K Buy
100
+50
+100% +$2.81K ﹤0.01% 3855
2016
Q3 		$3K Sell
50
-382
-88% -$19.9K ﹤0.01% 4097
2016
Q2 		$22K Hold
432
– – ﹤0.01% 2723
2016
Q1 		$22K Hold
432
– – ﹤0.01% 2690
2015
Q4 		$22K Buy
432
+300
+227% +$15.5K ﹤0.01% 2773
2015
Q3 		$6K Sell
132
-21,000
-99% -$1.07M ﹤0.01% 3513
2015
Q2 		$1.07M Buy
21,132
+12,050
+133% +$605K 0.01% 448
2015
Q1 		$449K Buy
9,082
+9,000
+10,976% +$439K ﹤0.01% 784
2014
Q4 		$4K Hold
82
– – ﹤0.01% 3594
2014
Q3 		$4K Sell
82
-2,200
-96% -$105K ﹤0.01% 3396
2014
Q2 		$109K Sell
2,282
-32,423
-93% -$1.51M ﹤0.01% 1381
2014
Q1 		$1.59M Buy
+34,705
New +$1.57M 0.02% 245

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's IAK Position: Q1 2026 in Review

Creative Planning increased its iShares US Insurance ETF (IAK) stake by 0.95% in Q1 2026, buying an estimated $2.65K and bringing the position to 2,129 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Creative Planning first reported a position in IAK in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.59M in Q1 2014. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Creative Planning held 2,129 shares of iShares US Insurance ETF worth $273K as of Q1 2026.
  • Creative Planning bought 20 iShares US Insurance ETF shares in Q1 2026, an estimated $2.65K.
  • iShares US Insurance ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3490 holding.
  • Creative Planning first reported a position in iShares US Insurance ETF in Q1 2014 and has held it in 21 quarters since.
  • Creative Planning's iShares US Insurance ETF position peaked at $1.59M in Q1 2014.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.