Elevation Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History

Elevation Wealth Partners’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	$21.5K	Buy	159 +1	+0.6%	+$145	0.01%	655
2026 Q2	$22.2K	Hold	158	–	–	0.01%	555
2026 Q1	$20.2K	Buy	158 +3	+2%	+$398	0.01%	371
2025 Q4	$21.2K	Hold	155	–	–	0.01%	357
2025 Q3	$20.7K	Buy	155 +1	+0.6%	+$131	0.01%	323
2025 Q2	$20.7K	Buy	154 +50	+48%	+$6.64K	0.01%	315
2025 Q1	$14.3K	Buy	104 +52	+100%	+$6.8K	0.01%	341
2024 Q4	$6.58K	Buy	+52	New	+$6.79K	﹤0.01%	396

Other funds holding IAK

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's IAK Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares US Insurance ETF (IAK) stake by 0.63% in Q3 2026, buying an estimated $145 and bringing the position to 159 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #655.

Elevation Wealth Partners first reported a position in IAK in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.2K in Q2 2026. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

Elevation Wealth Partners held 159 shares of iShares US Insurance ETF worth $21.5K as of Q3 2026.
Elevation Wealth Partners bought 1 iShares US Insurance ETF share in Q3 2026, an estimated $145.
iShares US Insurance ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #655 holding.
Elevation Wealth Partners first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's iShares US Insurance ETF position peaked at $22.2K in Q2 2026.
9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.