Envestnet Asset Management
IAK icon

Envestnet Asset Management’s iShares US Insurance ETF IAK Stock Holding History

Envestnet Asset Management’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 		$397K Buy
2,823
+373
+15% +$49.5K ﹤0.01% 4257
2026
Q1 		$314K Buy
2,450
+110
+5% +$14.6K ﹤0.01% 4250
2025
Q4 		$319K Sell
2,340
-493
-17% -$65.3K ﹤0.01% 3999
2025
Q3 		$380K Sell
2,833
-205
-7% -$26.8K ﹤0.01% 3929
2025
Q2 		$408K Buy
3,038
+827
+37% +$110K ﹤0.01% 3851
2025
Q1 		$305K Sell
2,211
-11,609
-84% -$1.52M ﹤0.01% 3919
2024
Q4 		$1.75M Sell
13,820
-76
-0.5% -$9.92K ﹤0.01% 2787
2024
Q3 		$1.79M Sell
13,896
-1,783
-11% -$217K ﹤0.01% 2741
2024
Q2 		$1.77M Sell
15,679
-5,231
-25% -$597K ﹤0.01% 2668
2024
Q1 		$2.45M Sell
20,910
-4,695
-18% -$511K ﹤0.01% 2456
2023
Q4 		$2.56M Sell
25,605
-2,709
-10% -$261K ﹤0.01% 2314
2023
Q3 		$2.59M Sell
28,314
-7,074
-20% -$643K ﹤0.01% 2228
2023
Q2 		$3.11M Sell
35,388
-14,045
-28% -$1.21M ﹤0.01% 1995
2023
Q1 		$4.23M Sell
49,433
-5,045
-9% -$458K ﹤0.01% 1733
2022
Q4 		$4.98M Buy
54,478
+4,180
+8% +$373K ﹤0.01% 1606
2022
Q3 		$3.98M Sell
50,298
-1,523
-3% -$127K ﹤0.01% 1653
2022
Q2 		$4.3M Buy
51,821
+47,165
+1,013% +$4.08M ﹤0.01% 1608
2022
Q1 		$425K Buy
+4,656
New +$403K ﹤0.01% 3215
2020
Q3 		– Sell
-3,790
Closed -$208K – 3131
2020
Q2 		$208K Buy
+3,790
New +$199K ﹤0.01% 2857
2020
Q1 		– Sell
-3,840
Closed -$274K – 3048
2019
Q4 		$274K Sell
3,840
-168
-4% -$11.8K ﹤0.01% 2775
2019
Q3 		$289K Sell
4,008
-148
-4% -$10.5K ﹤0.01% 2681
2019
Q2 		$294K Buy
4,156
+490
+13% +$33.3K ﹤0.01% 2682
2019
Q1 		$233K Buy
3,666
+126
+4% +$7.88K ﹤0.01% 2766
2018
Q4 		$204K Buy
+3,540
New +$217K ﹤0.01% 2693

Other funds holding IAK

FP
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
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RA
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
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $148M AUM 33.49% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Envestnet Asset Management's IAK Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares US Insurance ETF (IAK) stake by 15% in Q2 2026, buying an estimated $49.5K and bringing the position to 2,823 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #4257.

Envestnet Asset Management first reported a position in IAK in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.98M in Q4 2022. 67 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Envestnet Asset Management held 2,823 shares of iShares US Insurance ETF worth $397K as of Q2 2026.
  • Envestnet Asset Management bought 373 iShares US Insurance ETF shares in Q2 2026, an estimated $49.5K.
  • iShares US Insurance ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4257 holding.
  • Envestnet Asset Management first reported a position in iShares US Insurance ETF in Q4 2018 and has held it in 24 quarters since.
  • Envestnet Asset Management's iShares US Insurance ETF position peaked at $4.98M in Q4 2022.
  • 67 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.