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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's IAK Position: Q1 2026 in Review

IEQ Capital held its iShares US Insurance ETF (IAK) position steady in Q1 2026 at 2,000 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

IEQ Capital first reported a position in IAK in Q1 2024 and has held it in 9 quarters since. The position peaked at $276K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

IEQ Capital held 2,000 shares of iShares US Insurance ETF worth $257K as of Q1 2026.
IEQ Capital left its iShares US Insurance ETF share count unchanged in Q1 2026.
iShares US Insurance ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1589 holding.
IEQ Capital first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 9 quarters since.
IEQ Capital's iShares US Insurance ETF position peaked at $276K in Q1 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.