EH
IAK icon

Equitable Holdings’s iShares US Insurance ETF IAK Stock Holding History

Equitable Holdings’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 		$1.47M Buy
10,428
+1,023
+11% +$136K 0.01% 858
2026
Q1 		$1.28M Buy
9,405
+323
+4% +$42.9K 0.01% 888
2025
Q4 		$1.24M Sell
9,082
-1,249
-12% -$165K 0.01% 789
2025
Q3 		$1.38M Sell
10,331
-5,146
-33% -$673K 0.01% 735
2025
Q2 		$2.08M Sell
15,477
-495
-3% -$65.7K 0.02% 558
2025
Q1 		$2.2M Sell
15,972
-7,191
-31% -$940K 0.02% 486
2024
Q4 		$2.93M Sell
23,163
-3,496
-13% -$456K 0.03% 390
2024
Q3 		$3.44M Sell
26,659
-389
-1% -$47.4K 0.03% 357
2024
Q2 		$3.05M Buy
27,048
+1,315
+5% +$150K 0.03% 360
2024
Q1 		$3.02M Buy
25,733
+7,063
+38% +$769K 0.03% 345
2023
Q4 		$1.87M Buy
18,670
+5,881
+46% +$566K 0.02% 429
2023
Q3 		$1.17M Sell
12,789
-2,172
-15% -$197K 0.02% 501
2023
Q2 		$1.31M Sell
14,961
-5,707
-28% -$493K 0.02% 450
2023
Q1 		$1.77M Buy
20,668
+4,718
+30% +$428K 0.03% 345
2022
Q4 		$1.46M Buy
15,950
+7,910
+98% +$706K 0.03% 360
2022
Q3 		$636K Buy
8,040
+820
+11% +$68.3K 0.01% 506
2022
Q2 		$599K Buy
7,220
+2,220
+44% +$192K 0.01% 524
2022
Q1 		$456K Hold
5,000
– – 0.01% 599
2021
Q4 		$418K Hold
5,000
– – 0.01% 611
2021
Q3 		$391K Hold
5,000
– – 0.01% 596
2021
Q2 		$387K Hold
5,000
– – 0.01% 591
2021
Q1 		$371K Hold
5,000
– – 0.01% 567
2020
Q4 		$338K Hold
5,000
– – 0.01% 536
2020
Q3 		$279K Buy
+5,000
New +$286K 0.01% 526
2020
Q2 		– Sell
-4,460
Closed -$221K – 632
2020
Q1 		$221K Sell
4,460
-2,285
-34% -$150K 0.01% 516
2019
Q4 		$481K Buy
+6,745
New +$475K 0.01% 409

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
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

Equitable Holdings's IAK Position: Q2 2026 in Review

Equitable Holdings increased its iShares US Insurance ETF (IAK) stake by 11% in Q2 2026, buying an estimated $136K and bringing the position to 10,428 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #858.

Equitable Holdings first reported a position in IAK in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.44M in Q3 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Equitable Holdings held 10,428 shares of iShares US Insurance ETF worth $1.47M as of Q2 2026.
  • Equitable Holdings bought 1,023 iShares US Insurance ETF shares in Q2 2026, an estimated $136K.
  • iShares US Insurance ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #858 holding.
  • Equitable Holdings first reported a position in iShares US Insurance ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares US Insurance ETF position peaked at $3.44M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.