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
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 $1.66T 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

Fidelity Investments's IAK Position: Q1 2026 in Review

Fidelity Investments reduced its iShares US Insurance ETF (IAK) stake by 0.23% in Q1 2026, selling an estimated $796 and leaving 2,571 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

Fidelity Investments first reported a position in IAK in Q3 2018 and has held it in 31 quarters since. The position peaked at $351K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Fidelity Investments held 2,571 shares of iShares US Insurance ETF worth $330K as of Q1 2026.
  • Fidelity Investments sold 6 iShares US Insurance ETF shares in Q1 2026, an estimated $796.
  • iShares US Insurance ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3274 holding.
  • Fidelity Investments first reported a position in iShares US Insurance ETF in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's iShares US Insurance ETF position peaked at $351K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.