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

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 40.89% 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

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. 146 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.
146 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.