Founders Financial Alliance’s iShares US Insurance ETF IAK Stock Holding History

Founders Financial Alliance’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	$22.1K	Hold	157	–	–	﹤0.01%	629
2026 Q1	$20.1K	Buy	+157	New	+$20.8K	﹤0.01%	576
2025 Q4	–	Sell	-153	Closed	-$20.6K	–	658
2025 Q3	$20.6K	Buy	+153	New	+$20K	﹤0.01%	562
2025 Q2	–	Sell	-177	Closed	-$24.4K	–	582
2025 Q1	$24.4K	Buy	177 +1	+0.6%	+$131	0.01%	486
2024 Q4	$22.3K	Hold	176	–	–	0.01%	433
2024 Q3	$22.7K	Buy	176 +151	+604%	+$18.4K	0.01%	446
2024 Q2	$2.82K	Hold	25	–	–	﹤0.01%	528
2024 Q1	$2.94K	Buy	+25	New	+$2.72K	﹤0.01%	530
2023 Q1	–	Sell	-135	Closed	-$12.4K	–	473
2022 Q4	$12.4K	Sell	135 -22	-14%	-$1.96K	0.01%	412
2022 Q3	$12K	Buy	+157	New	+$13.1K	0.01%	406

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

Founders Financial Alliance's IAK Position: Q2 2026 in Review

Founders Financial Alliance held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 157 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Founders Financial Alliance first reported a position in IAK in Q3 2022 and has held it in 10 quarters since. The position peaked at $24.4K in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Founders Financial Alliance held 157 shares of iShares US Insurance ETF worth $22.1K as of Q2 2026.
Founders Financial Alliance left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #629 holding.
Founders Financial Alliance first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 10 quarters since.
Founders Financial Alliance's iShares US Insurance ETF position peaked at $24.4K in Q1 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.