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
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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Farther Finance Advisors's IAK Position: Q2 2026 in Review

Farther Finance Advisors held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 333 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

Farther Finance Advisors first reported a position in IAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.4K in Q2 2025. 13 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Farther Finance Advisors held 333 shares of iShares US Insurance ETF worth $46.8K as of Q2 2026.
  • Farther Finance Advisors left its iShares US Insurance ETF share count unchanged in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3292 holding.
  • Farther Finance Advisors first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's iShares US Insurance ETF position peaked at $74.4K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.