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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
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

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
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 40.91% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fiduciary Planning's IAK Position: Q2 2026 in Review

Fiduciary Planning increased its iShares US Insurance ETF (IAK) stake by 6.7% in Q2 2026, buying an estimated $557K and bringing the position to 66,477 shares worth $9.34M. The position accounts for 2.44% of the portfolio, ranked #13.

Fiduciary Planning first reported a position in IAK in Q3 2023 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Fiduciary Planning held 66,477 shares of iShares US Insurance ETF worth $9.34M as of Q2 2026.
  • Fiduciary Planning bought 4,197 iShares US Insurance ETF shares in Q2 2026, an estimated $557K.
  • iShares US Insurance ETF made up 2.44% of Fiduciary Planning's portfolio in Q2 2026, its #13 holding.
  • Fiduciary Planning first reported a position in iShares US Insurance ETF in Q3 2023 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.