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 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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's IAK Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 158 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #555.

Elevation Wealth Partners first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Elevation Wealth Partners held 158 shares of iShares US Insurance ETF worth $22.2K as of Q2 2026.
Elevation Wealth Partners left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #555 holding.
Elevation Wealth Partners first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.