Harbor Asset Planning’s iShares US Insurance ETF IAK Stock Holding History

Harbor Asset Planning’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	$106K	Buy	751 +2	+0.3%	+$265	0.08%	144
2026 Q1	$96.1K	Buy	749 +12	+2%	+$1.59K	0.08%	139
2025 Q4	$100K	Buy	737 +3	+0.4%	+$397	0.09%	134
2025 Q3	$98.4K	Buy	734 +3	+0.4%	+$393	0.09%	137
2025 Q2	$98.3K	Buy	+731	New	+$97.1K	0.09%	136

Other funds holding IAK

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Harbor Asset Planning's IAK Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares US Insurance ETF (IAK) stake by 0.27% in Q2 2026, buying an estimated $265 and bringing the position to 751 shares worth $106K. The position accounts for 0.08% of the portfolio, ranked #144.

Harbor Asset Planning first reported a position in IAK in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Harbor Asset Planning held 751 shares of iShares US Insurance ETF worth $106K as of Q2 2026.
Harbor Asset Planning bought 2 iShares US Insurance ETF shares in Q2 2026, an estimated $265.
iShares US Insurance ETF made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #144 holding.
Harbor Asset Planning first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.