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Genesee Capital Advisors’s iShares US Insurance ETF IAK Stock Holding History

Genesee Capital 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 		$886K Sell
6,304
-1,195
-16% -$159K 0.28% 77
2026
Q1 		$962K Sell
7,499
-535
-7% -$71K 0.4% 62
2025
Q4 		$1.09M Sell
8,034
-2,728
-25% -$361K 0.44% 56
2025
Q3 		$1.44M Buy
10,762
+194
+2% +$25.4K 0.63% 44
2025
Q2 		$1.42M Buy
10,568
+4,188
+66% +$556K 0.64% 44
2025
Q1 		$879K Sell
6,380
-3,174
-33% -$415K 0.44% 57
2024
Q4 		$1.21M Buy
9,554
+342
+4% +$44.6K 0.56% 43
2024
Q3 		$1.19M Buy
9,212
+1,715
+23% +$209K 0.57% 41
2024
Q2 		$847K Buy
7,497
+67
+0.9% +$7.64K 0.42% 54
2024
Q1 		$872K Buy
7,430
+487
+7% +$53K 0.48% 49
2023
Q4 		$695K Buy
6,943
+101
+1% +$9.72K 0.43% 51
2023
Q3 		$627K Sell
6,842
-799
-10% -$72.6K 0.45% 53
2023
Q2 		$672K Buy
7,641
+168
+2% +$14.5K 0.46% 53
2023
Q1 		$640K Buy
7,473
+505
+7% +$45.8K 0.45% 53
2022
Q4 		$637K Buy
6,968
+98
+1% +$8.75K 0.47% 51
2022
Q3 		$543K Buy
6,870
+78
+1% +$6.5K 0.41% 55
2022
Q2 		$564K Buy
+6,792
New +$588K 0.39% 59

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 40.89% 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

Genesee Capital Advisors's IAK Position: Q2 2026 in Review

Genesee Capital Advisors reduced its iShares US Insurance ETF (IAK) stake by 16% in Q2 2026, selling an estimated $159K and leaving 6,304 shares worth $886K. The position accounts for 0.28% of the portfolio, ranked #77.

Genesee Capital Advisors first reported a position in IAK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.44M in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Genesee Capital Advisors held 6,304 shares of iShares US Insurance ETF worth $886K as of Q2 2026.
  • Genesee Capital Advisors sold 1,195 iShares US Insurance ETF shares in Q2 2026, an estimated $159K.
  • iShares US Insurance ETF made up 0.28% of Genesee Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • Genesee Capital Advisors first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 17 quarters since.
  • Genesee Capital Advisors's iShares US Insurance ETF position peaked at $1.44M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.