Flagship Harbor Advisors’s iShares US Insurance ETF IAK Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-250	Closed	-$34K	–	1395
2025 Q4	$34K	Buy	+250	New	+$33.1K	﹤0.01%	1170
2020 Q4	–	Sell	-250	Closed	-$13K	–	1063
2020 Q3	$13K	Hold	250	–	–	﹤0.01%	1258
2020 Q2	$13K	Hold	250	–	–	﹤0.01%	1266
2020 Q1	$12K	Hold	250	–	–	﹤0.01%	1170
2019 Q4	$18K	Hold	250	–	–	﹤0.01%	1142
2019 Q3	$18K	Hold	250	–	–	﹤0.01%	1125
2019 Q2	$17K	Hold	250	–	–	﹤0.01%	1133
2019 Q1	$15K	Hold	250	–	–	﹤0.01%	1168
2018 Q4	$14K	Hold	250	–	–	﹤0.01%	1128
2018 Q3	$16K	Hold	250	–	–	﹤0.01%	1200
2018 Q2	$15K	Buy	+250	New	+$16K	﹤0.01%	1212

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Flagship Harbor Advisors's IAK Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 250 shares — an estimated $34K sold.

Flagship Harbor Advisors first reported a position in IAK in Q2 2018 and held it in 11 quarters. The position peaked at $34K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 250 iShares US Insurance ETF shares in Q1 2026, an estimated $34K.
Flagship Harbor Advisors first reported a position in iShares US Insurance ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares US Insurance ETF position peaked at $34K in Q4 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.