Fortis Group Advisors’s iShares US Insurance ETF IAK Stock Holding History

Fortis Group 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 Q2	$3.52M	Buy	+25,025	New	+$3.32M	0.56%	49
2025 Q3	–	Sell	-5,962	Closed	-$760K	–	549
2025 Q2	$760K	Sell	5,962 -3,835	-39%	-$509K	0.14%	135
2025 Q1	$1.35M	Sell	9,797 -9,933	-50%	-$1.3M	0.26%	94
2024 Q4	$2.5M	Buy	19,730 +3,155	+19%	+$412K	0.46%	56
2024 Q3	$2.14M	Sell	16,575 -48,112	-74%	-$5.86M	0.4%	57
2024 Q2	$7.3M	Buy	64,687 +8,980	+16%	+$1.02M	1.45%	22
2024 Q1	$6.54M	Buy	+55,707	New	+$6.06M	1.2%	27

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Fortis Group Advisors's IAK Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 25,025 shares worth $3.52M. The stake represents 0.56% of the portfolio and ranks #49 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in IAK as recently as Q2 2025.

Fortis Group Advisors first reported a position in IAK in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.3M in Q2 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Fortis Group Advisors held 25,025 shares of iShares US Insurance ETF worth $3.52M as of Q2 2026.
iShares US Insurance ETF was a new Fortis Group Advisors position in Q2 2026.
iShares US Insurance ETF made up 0.56% of Fortis Group Advisors's portfolio in Q2 2026, its #49 holding.
Fortis Group Advisors first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 7 quarters since.
Fortis Group Advisors's iShares US Insurance ETF position peaked at $7.3M in Q2 2024.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.