Focus Partners Wealth
IAK icon

Focus Partners Wealth’s iShares US Insurance ETF IAK Stock Holding History

Focus Partners Wealth’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 		$268K Buy
1,905
+128
+7% +$17K ﹤0.01% 2330
2026
Q1 		$228K Sell
1,777
-757
-30% -$100K ﹤0.01% 2347
2025
Q4 		$345K Buy
2,534
+103
+4% +$13.6K ﹤0.01% 2148
2025
Q3 		$326K Sell
2,431
-29,345
-92% -$3.84M ﹤0.01% 1802
2025
Q2 		$4.27M Buy
+31,776
New +$4.22M 0.01% 721

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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 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

Focus Partners Wealth's IAK Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Insurance ETF (IAK) stake by 7.2% in Q2 2026, buying an estimated $17K and bringing the position to 1,905 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Focus Partners Wealth first reported a position in IAK in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.27M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Focus Partners Wealth held 1,905 shares of iShares US Insurance ETF worth $268K as of Q2 2026.
  • Focus Partners Wealth bought 128 iShares US Insurance ETF shares in Q2 2026, an estimated $17K.
  • iShares US Insurance ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2330 holding.
  • Focus Partners Wealth first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's iShares US Insurance ETF position peaked at $4.27M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.