HR
IAK icon

Howe & Rusling’s iShares US Insurance ETF IAK Stock Holding History

Howe & Rusling’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 		$3.51K Buy
+25
New +$3.32K ﹤0.01% 463
2024
Q4 		– Sell
-25
Closed -$3.24K – 430
2024
Q3 		$3.24K Buy
+25
New +$3.05K ﹤0.01% 382

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
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

Howe & Rusling's IAK Position: Q2 2026 in Review

Howe & Rusling opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 25 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IAK as recently as Q3 2024.

Howe & Rusling first reported a position in IAK in Q3 2024 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Howe & Rusling held 25 shares of iShares US Insurance ETF worth $3.51K as of Q2 2026.
  • iShares US Insurance ETF was a new Howe & Rusling position in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #463 holding.
  • Howe & Rusling first reported a position in iShares US Insurance ETF in Q3 2024 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.