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Fiduciary Planning’s iShares US Insurance ETF IAK Stock Holding History

Fiduciary Planning’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 		$9.51M Buy
70,116
+3,639
+5% +$527K 2.45% 12
2026
Q2 		$9.34M Buy
66,477
+4,197
+7% +$557K 2.44% 13
2026
Q1 		$7.99M Buy
62,280
+6,030
+11% +$800K 2.41% 13
2025
Q4 		$7.66M Buy
56,250
+1,737
+3% +$230K 2.32% 12
2025
Q3 		$7.31M Buy
54,513
+1,795
+3% +$235K 2.23% 12
2025
Q2 		$7.09M Sell
52,718
-4,102
-7% -$545K 2.34% 11
2025
Q1 		$7.83M Buy
56,820
+3,678
+7% +$481K 2.58% 11
2024
Q4 		$6.72M Buy
53,142
+4,400
+9% +$574K 2.18% 11
2024
Q3 		$6.29M Buy
48,742
+1,490
+3% +$182K 2.13% 13
2024
Q2 		$5.34M Buy
47,252
+3,080
+7% +$351K 1.91% 12
2024
Q1 		$5.19M Buy
44,172
+1,974
+5% +$215K 1.96% 13
2023
Q4 		$4.23M Buy
42,198
+30,630
+265% +$2.95M 1.8% 14
2023
Q3 		$1.06M Buy
+11,568
New +$1.05M 0.5% 32

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Fiduciary Planning's IAK Position: Q3 2026 in Review

Fiduciary Planning increased its iShares US Insurance ETF (IAK) stake by 5.5% in Q3 2026, buying an estimated $527K and bringing the position to 70,116 shares worth $9.51M. The position accounts for 2.45% of the portfolio, ranked #12.

Fiduciary Planning first reported a position in IAK in Q3 2023 and has held it in 13 quarters since. 10 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Fiduciary Planning held 70,116 shares of iShares US Insurance ETF worth $9.51M as of Q3 2026.
  • Fiduciary Planning bought 3,639 iShares US Insurance ETF shares in Q3 2026, an estimated $527K.
  • iShares US Insurance ETF made up 2.45% of Fiduciary Planning's portfolio in Q3 2026, its #12 holding.
  • Fiduciary Planning first reported a position in iShares US Insurance ETF in Q3 2023 and has held it in 13 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.