David Shaw’s iShares US Insurance ETF IAK Stock Holding History

David Shaw’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	–	Sell	-2,219	Closed	-$285K	–	5029
2026 Q1	$285K	Buy	2,219 +300	+16%	+$39.8K	﹤0.01%	4093
2025 Q4	$261K	Buy	+1,919	New	+$254K	﹤0.01%	4218
2025 Q1	–	Sell	-1,919	Closed	-$243K	–	4459
2024 Q4	$243K	Buy	1,919 +200	+12%	+$26.1K	﹤0.01%	3998
2024 Q3	$222K	Sell	1,719 -20,736	-92%	-$2.53M	﹤0.01%	4113
2024 Q2	$2.54M	Buy	22,455 +20,742	+1,211%	+$2.37M	﹤0.01%	2439
2024 Q1	$201K	Buy	+1,713	New	+$186K	﹤0.01%	3922

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

David Shaw's IAK Position: Q2 2026 in Review

David Shaw sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 2,219 shares — an estimated $285K sold.

David Shaw first reported a position in IAK in Q1 2024 and held it in 6 quarters. The position peaked at $2.54M in Q2 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

David Shaw reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
David Shaw sold 2,219 iShares US Insurance ETF shares in Q2 2026, an estimated $285K.
David Shaw first reported a position in iShares US Insurance ETF in Q1 2024 and held it in 6 quarters.
David Shaw's iShares US Insurance ETF position peaked at $2.54M in Q2 2024.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.