EPG
IAK icon

Estate Planners Group’s iShares US Insurance ETF IAK Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-112
Closed -$15.2K – 210
2025
Q4 		$15.2K Buy
+112
New +$14.8K 0.01% 238

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Estate Planners Group's IAK Position: Q1 2026 in Review

Estate Planners Group sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 112 shares — an estimated $15.2K sold.

Estate Planners Group first reported a position in IAK in Q4 2025 and held it in 1 quarter. The position peaked at $15.2K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Estate Planners Group reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 112 iShares US Insurance ETF shares in Q1 2026, an estimated $15.2K.
  • Estate Planners Group first reported a position in iShares US Insurance ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares US Insurance ETF position peaked at $15.2K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.