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Financial Consulate’s iShares US Insurance ETF IAK Stock Holding History

Financial Consulate’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 		$33.9K Buy
265
+5
+2% +$663 ﹤0.01% 388
2025
Q4 		$35.5K Buy
260
+1
+0.4% +$132 ﹤0.01% 376
2025
Q3 		$34.7K Buy
+259
New +$33.9K ﹤0.01% 365

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 $176M AUM 57.06% 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

Financial Consulate's IAK Position: Q1 2026 in Review

Financial Consulate increased its iShares US Insurance ETF (IAK) stake by 1.9% in Q1 2026, buying an estimated $663 and bringing the position to 265 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Financial Consulate first reported a position in IAK in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.5K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Financial Consulate held 265 shares of iShares US Insurance ETF worth $33.9K as of Q1 2026.
  • Financial Consulate bought 5 iShares US Insurance ETF shares in Q1 2026, an estimated $663.
  • iShares US Insurance ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #388 holding.
  • Financial Consulate first reported a position in iShares US Insurance ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's iShares US Insurance ETF position peaked at $35.5K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.