Highline Wealth Partners
IAK icon

Highline Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History

Highline Wealth 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
Q3 		– Sell
-100
Closed -$14.1K – 1500
2026
Q2 		$14.1K Buy
+100
New +$13.3K ﹤0.01% 471

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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
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 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
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

Highline Wealth Partners's IAK Position: Q3 2026 in Review

Highline Wealth Partners sold out of iShares US Insurance ETF (IAK) in Q3 2026, closing a stake of 100 shares — an estimated $14.1K sold.

Highline Wealth Partners first reported a position in IAK in Q2 2026 and held it in 1 quarter. The position peaked at $14.1K in Q2 2026. 74 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Highline Wealth Partners reported no remaining iShares US Insurance ETF position as of Q3 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 100 iShares US Insurance ETF shares in Q3 2026, an estimated $14.1K.
  • Highline Wealth Partners first reported a position in iShares US Insurance ETF in Q2 2026 and held it in 1 quarter.
  • Highline Wealth Partners's iShares US Insurance ETF position peaked at $14.1K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.