Delos Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Delos Wealth Advisors’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	$1.61M	Buy	11,471 +682	+6%	+$90.5K	0.83%	35
2026 Q1	$1.38M	Buy	10,789 +1,914	+22%	+$254K	0.79%	34
2025 Q4	$1.21M	Buy	8,875 +552	+7%	+$73.1K	0.8%	33
2025 Q3	$1.12M	Buy	8,323 +1,324	+19%	+$173K	0.75%	33
2025 Q2	$941K	Sell	6,999 -701	-9%	-$93.1K	0.73%	33
2025 Q1	$1.06M	Buy	7,700 +28	+0.4%	+$3.66K	0.84%	32
2024 Q4	$970K	Buy	7,672 +2,240	+41%	+$292K	0.77%	32
2024 Q3	$701K	Buy	5,432 +1,463	+37%	+$178K	0.61%	35
2024 Q2	$448K	Buy	+3,969	New	+$453K	0.43%	41

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 40.89% 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

Delos Wealth Advisors's IAK Position: Q2 2026 in Review

Delos Wealth Advisors increased its iShares US Insurance ETF (IAK) stake by 6.3% in Q2 2026, buying an estimated $90.5K and bringing the position to 11,471 shares worth $1.61M. The position accounts for 0.83% of the portfolio, ranked #35.

Delos Wealth Advisors first reported a position in IAK in Q2 2024 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Delos Wealth Advisors held 11,471 shares of iShares US Insurance ETF worth $1.61M as of Q2 2026.
Delos Wealth Advisors bought 682 iShares US Insurance ETF shares in Q2 2026, an estimated $90.5K.
iShares US Insurance ETF made up 0.83% of Delos Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Delos Wealth Advisors first reported a position in iShares US Insurance ETF in Q2 2024 and has held it in 9 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.