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 Q2	$726K	Buy	+5,167	New	+$686K	0.03%	500
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 $1.89T 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

IFG Advisory's IAK Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 5,167 shares worth $726K. The stake represents 0.03% of the portfolio and ranks #500 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IAK as recently as Q4 2025.

IFG Advisory first reported a position in IAK in Q2 2022 and has held it in 13 quarters since. The position peaked at $800K in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

IFG Advisory held 5,167 shares of iShares US Insurance ETF worth $726K as of Q2 2026.
iShares US Insurance ETF was a new IFG Advisory position in Q2 2026.
iShares US Insurance ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #500 holding.
IFG Advisory first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 13 quarters since.
IFG Advisory's iShares US Insurance ETF position peaked at $800K in Q1 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.