HighTower Advisors’s iShares US Insurance ETF IAK Stock Holding History

HighTower Advisors’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	$1.69M	Buy	12,041 +1,928	+19%	+$256K	﹤0.01%	1876
2026 Q1	$1.3M	Buy	10,113 +60	+0.6%	+$7.96K	﹤0.01%	2013
2025 Q4	$1.37M	Sell	10,053 -7	-0.1%	-$927	﹤0.01%	1916
2025 Q3	$1.35M	Buy	10,060 +995	+11%	+$130K	﹤0.01%	1887
2025 Q2	$1.22M	Buy	9,065 +5,894	+186%	+$783K	﹤0.01%	1878
2025 Q1	$437K	Buy	3,171 +853	+37%	+$111K	﹤0.01%	2578
2024 Q4	$293K	Sell	2,318 -992	-30%	-$129K	﹤0.01%	2901
2024 Q3	$426K	Sell	3,310 -9,201	-74%	-$1.12M	﹤0.01%	2527
2024 Q2	$1.42M	Sell	12,511 -1,582	-11%	-$180K	﹤0.01%	1644
2024 Q1	$1.65M	Buy	14,093 +10,086	+252%	+$1.1M	﹤0.01%	1529
2023 Q4	$401K	Buy	+4,007	New	+$386K	﹤0.01%	2482
2023 Q2	–	Sell	-25,326	Closed	-$2.17M	–	3551
2023 Q1	$2.17M	Buy	+25,326	New	+$2.3M	﹤0.01%	1237

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

HighTower Advisors's IAK Position: Q2 2026 in Review

HighTower Advisors increased its iShares US Insurance ETF (IAK) stake by 19% in Q2 2026, buying an estimated $256K and bringing the position to 12,041 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

HighTower Advisors first reported a position in IAK in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.17M in Q1 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

HighTower Advisors held 12,041 shares of iShares US Insurance ETF worth $1.69M as of Q2 2026.
HighTower Advisors bought 1,928 iShares US Insurance ETF shares in Q2 2026, an estimated $256K.
iShares US Insurance ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1876 holding.
HighTower Advisors first reported a position in iShares US Insurance ETF in Q1 2023 and has held it in 12 quarters since.
HighTower Advisors's iShares US Insurance ETF position peaked at $2.17M in Q1 2023.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.