Csenge Advisory Group’s iShares US Insurance ETF IAK Stock Holding History

Csenge Advisory Group’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	$392K	Sell	2,786 -18	-0.6%	-$2.39K	0.02%	536
2026 Q1	$360K	Buy	2,804 +20	+0.7%	+$2.65K	0.02%	514
2025 Q4	$379K	Hold	2,784	–	–	0.02%	505
2025 Q3	$373K	Hold	2,784	–	–	0.02%	491
2025 Q2	$379K	Hold	2,784	–	–	0.02%	495
2025 Q1	$360K	Hold	2,784	–	–	0.02%	486
2024 Q4	$352K	Buy	2,784 +2	+0.1%	+$261	0.02%	514
2024 Q3	$363K	Buy	2,782 +571	+26%	+$69.6K	0.02%	509
2024 Q2	$250K	Buy	+2,211	New	+$252K	0.01%	565
2023 Q1	–	Sell	-2,956	Closed	-$270K	–	618
2022 Q4	$270K	Sell	2,956 -278	-9%	-$24.8K	0.02%	487
2022 Q3	$256K	Buy	3,234 +597	+23%	+$49.7K	0.02%	506
2022 Q2	$219K	Buy	+2,637	New	+$228K	0.02%	519

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Csenge Advisory Group's IAK Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares US Insurance ETF (IAK) stake by 0.64% in Q2 2026, selling an estimated $2.39K and leaving 2,786 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #536.

Csenge Advisory Group first reported a position in IAK in Q2 2022 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Csenge Advisory Group held 2,786 shares of iShares US Insurance ETF worth $392K as of Q2 2026.
Csenge Advisory Group sold 18 iShares US Insurance ETF shares in Q2 2026, an estimated $2.39K.
iShares US Insurance ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #536 holding.
Csenge Advisory Group first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 12 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.