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Independent Financial Group’s iShares US Insurance ETF IAK Stock Holding History

Independent Financial Group’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
Q3 		$441K Buy
+3,250
New +$471K 0.01% 1069
2023
Q4 		– Sell
-2,870
Closed -$263K – 981
2023
Q3 		$263K Sell
2,870
-54
-2% -$4.91K 0.02% 712
2023
Q2 		$257K Sell
2,924
-1,888
-39% -$163K 0.02% 711
2023
Q1 		$412K Sell
4,812
-36
-0.7% -$3.27K 0.03% 504
2022
Q4 		$443K Buy
4,848
+837
+21% +$74.7K 0.04% 448
2022
Q3 		$317K Buy
4,011
+1,345
+50% +$112K 0.03% 524
2022
Q2 		$221K Buy
+2,666
New +$231K 0.02% 609

Other funds holding IAK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's IAK Position: Q3 2026 in Review

Independent Financial Group opened a new position in iShares US Insurance ETF (IAK) in Q3 2026: 3,250 shares worth $441K. The stake represents 0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in IAK as recently as Q3 2023.

Independent Financial Group first reported a position in IAK in Q2 2022 and has held it in 7 quarters since. The position peaked at $443K in Q4 2022. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Independent Financial Group held 3,250 shares of iShares US Insurance ETF worth $441K as of Q3 2026.
  • iShares US Insurance ETF was a new Independent Financial Group position in Q3 2026.
  • iShares US Insurance ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1069 holding.
  • Independent Financial Group first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 7 quarters since.
  • Independent Financial Group's iShares US Insurance ETF position peaked at $443K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.