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Exchange Traded Concepts’s iShares US Insurance ETF IAK Stock Holding History

Exchange Traded Concepts’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
-13
Closed -$1.77K – 1639
2025
Q4 		$1.77K Sell
13
-16
-55% -$2.12K ﹤0.01% 1545
2025
Q3 		$3.89K Sell
29
-350
-92% -$45.8K ﹤0.01% 1371
2025
Q2 		$51K Buy
+379
New +$50.3K ﹤0.01% 1326

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Exchange Traded Concepts's IAK Position: Q1 2026 in Review

Exchange Traded Concepts sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 13 shares — an estimated $1.77K sold.

Exchange Traded Concepts first reported a position in IAK in Q2 2025 and held it in 3 quarters. The position peaked at $51K in Q2 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Exchange Traded Concepts reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Exchange Traded Concepts sold 13 iShares US Insurance ETF shares in Q1 2026, an estimated $1.77K.
  • Exchange Traded Concepts first reported a position in iShares US Insurance ETF in Q2 2025 and held it in 3 quarters.
  • Exchange Traded Concepts's iShares US Insurance ETF position peaked at $51K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Exchange Traded Concepts's 13F filing for Q1 2026, filed 15 Apr 2026.