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Interchange Capital Partners’s iShares US Insurance ETF IAK Stock Holding History

Interchange Capital Partners’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
-2,060
Closed -$281K – 387
2025
Q4 		$281K Buy
2,060
+3
+0.1% +$397 0.05% 317
2025
Q3 		$276K Sell
2,057
-93
-4% -$12.2K 0.05% 281
2025
Q2 		$289K Sell
2,150
-30
-1% -$3.98K 0.07% 221
2025
Q1 		$297K Buy
+2,180
New +$285K 0.08% 204

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Interchange Capital Partners's IAK Position: Q1 2026 in Review

Interchange Capital Partners sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 2,060 shares — an estimated $281K sold.

Interchange Capital Partners first reported a position in IAK in Q1 2025 and held it in 4 quarters. The position peaked at $297K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Interchange Capital Partners reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 2,060 iShares US Insurance ETF shares in Q1 2026, an estimated $281K.
  • Interchange Capital Partners first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 4 quarters.
  • Interchange Capital Partners's iShares US Insurance ETF position peaked at $297K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.