IFG Advisory’s iShares US Insurance ETF IAK Stock Holding History

IFG Advisory’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	–	Sell	-4,551	Closed	-$620K	–	573
2025 Q4	$620K	Sell	4,551 -1,045	-19%	-$138K	0.03%	459
2025 Q3	$750K	Hold	5,596	–	–	0.03%	417
2025 Q2	$752K	Sell	5,596 -211	-4%	-$28K	0.04%	396
2025 Q1	$800K	Hold	5,807	–	–	0.04%	358
2024 Q4	$734K	Buy	+5,807	New	+$758K	0.04%	340
2024 Q3	–	Sell	-5,806	Closed	-$656K	–	485
2024 Q2	$656K	Buy	+5,806	New	+$662K	0.04%	352
2024 Q1	–	Sell	-5,761	Closed	-$577K	–	459
2023 Q4	$577K	Sell	5,761 -430	-7%	-$41.4K	0.04%	341
2023 Q3	$567K	Buy	+6,191	New	+$563K	0.05%	324
2023 Q2	–	Sell	-6,342	Closed	-$543K	–	396
2023 Q1	$543K	Sell	6,342 -525	-8%	-$47.7K	0.05%	304
2022 Q4	$627K	Sell	6,867 -2,881	-30%	-$257K	0.06%	274
2022 Q3	$770K	Buy	9,748 +1,567	+19%	+$131K	0.07%	248
2022 Q2	$678K	Buy	+8,181	New	+$708K	0.07%	251

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

IFG Advisory's IAK Position: Q1 2026 in Review

IFG Advisory sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 4,551 shares — an estimated $620K sold.

IFG Advisory first reported a position in IAK in Q2 2022 and held it in 12 quarters. The position peaked at $800K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

IFG Advisory reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 4,551 iShares US Insurance ETF shares in Q1 2026, an estimated $620K.
IFG Advisory first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 12 quarters.
IFG Advisory's iShares US Insurance ETF position peaked at $800K in Q1 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.