Harbor Asset Planning
IAK icon

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
Q3 		$102K Buy
754
+3
+0.4% +$434 0.08% 148
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

FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Brandywine Financial Group
Brandywine Financial Group Thompsons Station, Tennessee $118M AUM 18.44% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Harbor Asset Planning's IAK Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares US Insurance ETF (IAK) stake by 0.4% in Q3 2026, buying an estimated $434 and bringing the position to 754 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #148.

Harbor Asset Planning first reported a position in IAK in Q2 2025 and has held it in 6 quarters since. The position peaked at $106K in Q2 2026. 57 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Harbor Asset Planning held 754 shares of iShares US Insurance ETF worth $102K as of Q3 2026.
  • Harbor Asset Planning bought 3 iShares US Insurance ETF shares in Q3 2026, an estimated $434.
  • iShares US Insurance ETF made up 0.08% of Harbor Asset Planning's portfolio in Q3 2026, its #148 holding.
  • Harbor Asset Planning first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares US Insurance ETF position peaked at $106K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.