GGM Financials’s iShares US Insurance ETF IAK Stock Holding History

GGM Financials’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	–	Sell	-246	Closed	-$31.6K	–	268
2026 Q1	$31.6K	Sell	246 -72,535	-100%	-$9.62M	0.01%	157
2025 Q4	$9.91M	Buy	72,781 +1,553	+2%	+$206K	4.81%	5
2025 Q3	$9.55M	Buy	71,228 +7,665	+12%	+$1M	4.81%	5
2025 Q2	$8.55M	Buy	63,563 +1,998	+3%	+$265K	4.96%	5
2025 Q1	$8.48M	Sell	61,565 -725	-1%	-$94.8K	5.79%	5
2024 Q4	$7.88M	Buy	+62,290	New	+$8.13M	8.39%	4

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 40.91% 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

GGM Financials's IAK Position: Q2 2026 in Review

GGM Financials sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 246 shares — an estimated $31.6K sold.

GGM Financials first reported a position in IAK in Q4 2024 and held it in 6 quarters. The position peaked at $9.91M in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

GGM Financials reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
GGM Financials sold 246 iShares US Insurance ETF shares in Q2 2026, an estimated $31.6K.
GGM Financials first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 6 quarters.
GGM Financials's iShares US Insurance ETF position peaked at $9.91M in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.