High Note Wealth’s iShares US Insurance ETF IAK Stock Holding History

High Note Wealth’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	$3.66K	Hold	26	–	–	﹤0.01%	698
2026 Q1	$3.33K	Hold	26	–	–	﹤0.01%	682
2025 Q4	$3.48K	Buy	26 +11	+73%	+$1.46K	﹤0.01%	637
2025 Q3	$2.08K	Hold	15	–	–	﹤0.01%	684
2025 Q2	$2.07K	Hold	15	–	–	﹤0.01%	645
2025 Q1	$2.12K	Hold	15	–	–	﹤0.01%	648
2024 Q4	$1.94K	Buy	+15	New	+$1.96K	﹤0.01%	689

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

High Note Wealth's IAK Position: Q2 2026 in Review

High Note Wealth held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 26 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

High Note Wealth first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

High Note Wealth held 26 shares of iShares US Insurance ETF worth $3.66K as of Q2 2026.
High Note Wealth left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #698 holding.
High Note Wealth first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.