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Institute for Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Institute for Wealth Management’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 		$39K Buy
+278
New +$36.9K ﹤0.01% 938
2020
Q1 		– Sell
-4
Closed – – 503
2019
Q4 		$0 Buy
+4
New +$282 ﹤0.01% 693

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
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

Institute for Wealth Management's IAK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 278 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IAK as recently as Q4 2019.

Institute for Wealth Management first reported a position in IAK in Q4 2019 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Institute for Wealth Management held 278 shares of iShares US Insurance ETF worth $39K as of Q2 2026.
  • iShares US Insurance ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #938 holding.
  • Institute for Wealth Management first reported a position in iShares US Insurance ETF in Q4 2019 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.