FFA
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Farther Finance Advisors’s iShares US Insurance ETF IAK Stock Holding History

Farther Finance 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
Q3 		$60.6K Buy
447
+114
+34% +$16.5K ﹤0.01% 3246
2026
Q2 		$46.8K Hold
333
– – ﹤0.01% 3292
2026
Q1 		$42.5K Sell
333
-83
-20% -$11K ﹤0.01% 3103
2025
Q4 		$56.6K Sell
416
-65
-14% -$8.61K ﹤0.01% 2730
2025
Q3 		$64.5K Sell
481
-72
-13% -$9.42K ﹤0.01% 2305
2025
Q2 		$74.4K Buy
553
+253
+84% +$33.6K ﹤0.01% 1913
2025
Q1 		$41.5K Buy
+300
New +$39.2K ﹤0.01% 1988

Other funds holding IAK

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's IAK Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares US Insurance ETF (IAK) stake by 34% in Q3 2026, buying an estimated $16.5K and bringing the position to 447 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Farther Finance Advisors first reported a position in IAK in Q1 2025 and has held it in 7 quarters since. The position peaked at $74.4K in Q2 2025. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Farther Finance Advisors held 447 shares of iShares US Insurance ETF worth $60.6K as of Q3 2026.
  • Farther Finance Advisors bought 114 iShares US Insurance ETF shares in Q3 2026, an estimated $16.5K.
  • iShares US Insurance ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3246 holding.
  • Farther Finance Advisors first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's iShares US Insurance ETF position peaked at $74.4K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.