Fidelity Investments
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Fidelity Investments’s iShares US Insurance ETF IAK Stock Holding History

Fidelity Investments’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 		$440K Buy
3,130
+559
+22% +$74.2K ﹤0.01% 3333
2026
Q1 		$330K Sell
2,571
-6
-0.2% -$796 ﹤0.01% 3274
2025
Q4 		$351K Buy
2,577
+618
+32% +$81.9K ﹤0.01% 3210
2025
Q3 		$263K Buy
1,959
+54
+3% +$7.07K ﹤0.01% 3252
2025
Q2 		$256K Buy
1,905
+158
+9% +$21K ﹤0.01% 3218
2025
Q1 		$241K Buy
1,747
+12
+0.7% +$1.57K ﹤0.01% 3173
2024
Q4 		$219K Sell
1,735
-868
-33% -$113K ﹤0.01% 3233
2024
Q3 		$336K Buy
2,603
+1,021
+65% +$124K ﹤0.01% 3009
2024
Q2 		$179K Buy
1,582
+373
+31% +$42.6K ﹤0.01% 3073
2024
Q1 		$142K Sell
1,209
-130
-10% -$14.2K ﹤0.01% 3152
2023
Q4 		$134K Sell
1,339
-259
-16% -$24.9K ﹤0.01% 3104
2023
Q3 		$146K Buy
1,598
+116
+8% +$10.5K ﹤0.01% 2980
2023
Q2 		$130K Buy
1,482
+234
+19% +$20.2K ﹤0.01% 3075
2023
Q1 		$107K Sell
1,248
-2
-0.2% -$182 ﹤0.01% 3190
2022
Q4 		$114K Sell
1,250
-875
-41% -$78.1K ﹤0.01% 3162
2022
Q3 		$168K Buy
2,125
+875
+70% +$72.9K ﹤0.01% 3098
2022
Q2 		$103K Buy
1,250
+111
+10% +$9.61K ﹤0.01% 3319
2022
Q1 		$103K Buy
1,139
+1
+0.1% +$87 ﹤0.01% 3433
2021
Q4 		$95K Hold
1,138
– – ﹤0.01% 3102
2021
Q3 		$89K Buy
1,138
+400
+54% +$31.7K ﹤0.01% 3100
2021
Q2 		$57K Hold
738
– – ﹤0.01% 3138
2021
Q1 		$55K Hold
738
– – ﹤0.01% 3029
2020
Q4 		$50K Hold
738
– – ﹤0.01% 3001
2020
Q3 		$41K Hold
738
– – ﹤0.01% 2917
2020
Q2 		$41K Buy
738
+19
+3% +$999 ﹤0.01% 2840
2020
Q1 		$36K Sell
719
-3
-0.4% -$197 ﹤0.01% 2831
2019
Q4 		$52K Buy
722
+84
+13% +$5.92K ﹤0.01% 2884
2019
Q3 		$46K Buy
638
+245
+62% +$17.4K ﹤0.01% 2882
2019
Q2 		$28K Hold
393
– – ﹤0.01% 2999
2019
Q1 		$25K Buy
393
+124
+46% +$7.76K ﹤0.01% 2924
2018
Q4 		$16K Sell
269
-296
-52% -$18.2K ﹤0.01% 2936
2018
Q3 		$38K Buy
+565
New +$36.8K ﹤0.01% 2879

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
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
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

Fidelity Investments's IAK Position: Q2 2026 in Review

Fidelity Investments increased its iShares US Insurance ETF (IAK) stake by 22% in Q2 2026, buying an estimated $74.2K and bringing the position to 3,130 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Fidelity Investments first reported a position in IAK in Q3 2018 and has held it in 32 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Fidelity Investments held 3,130 shares of iShares US Insurance ETF worth $440K as of Q2 2026.
  • Fidelity Investments bought 559 iShares US Insurance ETF shares in Q2 2026, an estimated $74.2K.
  • iShares US Insurance ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3333 holding.
  • Fidelity Investments first reported a position in iShares US Insurance ETF in Q3 2018 and has held it in 32 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.