EP Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

EP Wealth Advisors’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	$127K	Buy	+902	New	+$120K	﹤0.01%	1621
2018 Q1	–	Sell	-17,475	Closed	-$1.16M	–	214
2017 Q4	$1.16M	Sell	17,475 -7,456	-30%	-$492K	0.12%	72
2017 Q3	$1.59M	Sell	24,931 -5,841	-19%	-$369K	0.18%	63
2017 Q2	$1.93M	Buy	+30,772	New	+$1.88M	0.24%	68

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

EP Wealth Advisors's IAK Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 902 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IAK as recently as Q4 2017.

EP Wealth Advisors first reported a position in IAK in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.93M in Q2 2017. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

EP Wealth Advisors held 902 shares of iShares US Insurance ETF worth $127K as of Q2 2026.
iShares US Insurance ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1621 holding.
EP Wealth Advisors first reported a position in iShares US Insurance ETF in Q2 2017 and has held it in 4 quarters since.
EP Wealth Advisors's iShares US Insurance ETF position peaked at $1.93M in Q2 2017.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.