Ferguson Wellman Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Ferguson Wellman Capital Management’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	$268K	Hold	1,905	–	–	﹤0.01%	387
2026 Q1	$244K	Hold	1,905	–	–	﹤0.01%	371
2025 Q4	$259K	Hold	1,905	–	–	﹤0.01%	319
2025 Q3	$255K	Sell	1,905 -455	-19%	-$59.5K	﹤0.01%	323
2025 Q2	$317K	Hold	2,360	–	–	0.01%	287
2025 Q1	$325K	Hold	2,360	–	–	0.01%	292
2024 Q4	$298K	Hold	2,360	–	–	0.01%	294
2024 Q3	$305K	Hold	2,360	–	–	0.01%	304
2024 Q2	$266K	Hold	2,360	–	–	0.01%	318
2024 Q1	$277K	Hold	2,360	–	–	0.01%	323
2023 Q4	$236K	Hold	2,360	–	–	0.01%	343
2023 Q3	$216K	Hold	2,360	–	–	0.01%	333
2023 Q2	$207K	Hold	2,360	–	–	﹤0.01%	347
2023 Q1	$202K	Hold	2,360	–	–	0.01%	341
2022 Q4	$216K	Buy	+2,360	New	+$211K	0.01%	327
2020 Q1	–	Sell	-9,440	Closed	-$673K	–	332
2019 Q4	$673K	Hold	9,440	–	–	0.02%	241
2019 Q3	$680K	Hold	9,440	–	–	0.02%	238
2019 Q2	$667K	Sell	9,440 -14,140	-60%	-$962K	0.02%	228
2019 Q1	$1.5M	Sell	23,580 -8,790	-27%	-$550K	0.05%	185
2018 Q4	$1.87M	Buy	+32,370	New	+$1.99M	0.07%	169

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Ferguson Wellman Capital Management's IAK Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 1,905 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Ferguson Wellman Capital Management first reported a position in IAK in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.87M in Q4 2018. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Ferguson Wellman Capital Management held 1,905 shares of iShares US Insurance ETF worth $268K as of Q2 2026.
Ferguson Wellman Capital Management left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #387 holding.
Ferguson Wellman Capital Management first reported a position in iShares US Insurance ETF in Q4 2018 and has held it in 20 quarters since.
Ferguson Wellman Capital Management's iShares US Insurance ETF position peaked at $1.87M in Q4 2018.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.