IEQ Capital’s iShares US Insurance ETF IAK Stock Holding History

IEQ Capital’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	$281K	Hold	2,000	–	–	﹤0.01%	1674
2026 Q1	$257K	Hold	2,000	–	–	﹤0.01%	1589
2025 Q4	$272K	Hold	2,000	–	–	﹤0.01%	1576
2025 Q3	$268K	Hold	2,000	–	–	﹤0.01%	1568
2025 Q2	$269K	Hold	2,000	–	–	﹤0.01%	1457
2025 Q1	$276K	Hold	2,000	–	–	﹤0.01%	1225
2024 Q4	$253K	Hold	2,000	–	–	﹤0.01%	1091
2024 Q3	$258K	Hold	2,000	–	–	﹤0.01%	975
2024 Q2	$226K	Hold	2,000	–	–	﹤0.01%	885
2024 Q1	$235K	Buy	+2,000	New	+$218K	﹤0.01%	838

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

IEQ Capital's IAK Position: Q2 2026 in Review

IEQ Capital held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 2,000 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

IEQ Capital first reported a position in IAK in Q1 2024 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

IEQ Capital held 2,000 shares of iShares US Insurance ETF worth $281K as of Q2 2026.
IEQ Capital left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1674 holding.
IEQ Capital first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 10 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.