Global Retirement Partners’s iShares US Insurance ETF IAK Stock Holding History

Global Retirement Partners’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	$17.2K	Buy	+122	New	+$16.2K	﹤0.01%	3140
2025 Q4	$17.3K	Sell	127 -77	-38%	-$10.2K	﹤0.01%	2930
2025 Q3	$27.4K	Sell	204 -8	-4%	-$1.05K	﹤0.01%	2245
2025 Q2	$28.6K	Buy	+212	New	+$28.1K	﹤0.01%	2089
2024 Q4	$29.2K	Buy	231 +22	+11%	+$2.87K	﹤0.01%	1877
2024 Q3	$27K	Hold	209	–	–	﹤0.01%	1852
2024 Q2	$23.6K	Sell	209 -50	-19%	-$5.7K	﹤0.01%	1901
2024 Q1	$30.4K	Buy	259 +41	+19%	+$4.46K	﹤0.01%	1626
2023 Q4	$22.3K	Buy	+218	New	+$21K	﹤0.01%	1703

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

Global Retirement Partners's IAK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 122 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #3140 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IAK as recently as Q4 2025.

Global Retirement Partners first reported a position in IAK in Q4 2023 and has held it in 9 quarters since. The position peaked at $30.4K in Q1 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Global Retirement Partners held 122 shares of iShares US Insurance ETF worth $17.2K as of Q2 2026.
iShares US Insurance ETF was a new Global Retirement Partners position in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3140 holding.
Global Retirement Partners first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's iShares US Insurance ETF position peaked at $30.4K in Q1 2024.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.