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 Q2	$7.45K	Hold	53	–	–	﹤0.01%	433
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 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

Duncker Streett & Co's IAK Position: Q2 2026 in Review

Duncker Streett & Co held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 53 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Duncker Streett & Co first reported a position in IAK in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Duncker Streett & Co held 53 shares of iShares US Insurance ETF worth $7.45K as of Q2 2026.
Duncker Streett & Co left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q2 2026, its #433 holding.
Duncker Streett & Co first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 6 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.