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Duncker Streett & Co’s iShares US Insurance ETF IAK Stock Holding History

Duncker Streett & 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
Q1 		$6.8K Hold
53
– – ﹤0.01% 446
2025
Q4 		$7.22K Hold
53
– – ﹤0.01% 442
2025
Q3 		$7.1K Hold
53
– – ﹤0.01% 453
2025
Q2 		$7.13K Hold
53
– – ﹤0.01% 446
2025
Q1 		$7.3K Buy
+53
New +$6.93K ﹤0.01% 436

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

Duncker Streett & Co's IAK Position: Q1 2026 in Review

Duncker Streett & Co held its iShares US Insurance ETF (IAK) position steady in Q1 2026 at 53 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Duncker Streett & Co first reported a position in IAK in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.3K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Duncker Streett & Co held 53 shares of iShares US Insurance ETF worth $6.8K as of Q1 2026.
  • Duncker Streett & Co left its iShares US Insurance ETF share count unchanged in Q1 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #446 holding.
  • Duncker Streett & Co first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 5 quarters since.
  • Duncker Streett & Co's iShares US Insurance ETF position peaked at $7.3K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.