D.A. Davidson & Co’s iShares US Insurance ETF IAK Stock Holding History

D.A. Davidson & Co’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 Q3	$1.15M	Buy	+8,472	New	+$1.23M	0.01%	915

Other funds holding IAK

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co's IAK Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in iShares US Insurance ETF (IAK) in Q3 2026: 8,472 shares worth $1.15M. The stake represents 0.01% of the portfolio and ranks #915 among its holdings.

35 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

D.A. Davidson & Co held 8,472 shares of iShares US Insurance ETF worth $1.15M as of Q3 2026.
iShares US Insurance ETF was a new D.A. Davidson & Co position in Q3 2026.
iShares US Insurance ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #915 holding.
35 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.