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 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 $1.66T 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

Founders Financial Alliance's IAK Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in iShares US Insurance ETF (IAK) in Q1 2026: 157 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in IAK as recently as Q3 2025.

Founders Financial Alliance first reported a position in IAK in Q3 2022 and has held it in 9 quarters since. The position peaked at $24.4K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Founders Financial Alliance held 157 shares of iShares US Insurance ETF worth $20.1K as of Q1 2026.
iShares US Insurance ETF was a new Founders Financial Alliance position in Q1 2026.
iShares US Insurance ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #576 holding.
Founders Financial Alliance first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 9 quarters since.
Founders Financial Alliance's iShares US Insurance ETF position peaked at $24.4K in Q1 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.