J.W. Cole Advisors’s iShares US Insurance ETF IAK Stock Holding History

J.W. Cole Advisors’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	$2.04M	Buy	+14,524	New	+$1.93M	0.04%	492
2026 Q1	–	Sell	-12,939	Closed	-$21K	–	1076
2025 Q4	$21K	Sell	12,939 -185	-1%	-$24.5K	﹤0.01%	1436
2025 Q3	$1.76M	Buy	13,124 +308	+2%	+$40.3K	0.03%	511
2025 Q2	$1.72M	Buy	+12,816	New	+$1.7M	0.04%	469
2025 Q1	–	Sell	-12,276	Closed	-$1.55M	–	1298
2024 Q4	$1.55M	Sell	12,276 -1,076	-8%	-$140K	0.06%	303
2024 Q3	$1.72M	Sell	13,352 -173	-1%	-$21.1K	0.07%	276
2024 Q2	$1.53M	Buy	13,525 +27	+0.2%	+$3.08K	0.07%	265
2024 Q1	$1.58M	Buy	13,498 +328	+2%	+$35.7K	0.08%	253
2023 Q4	$1.32M	Buy	+13,170	New	+$1.27M	0.08%	262

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 40.91% 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

J.W. Cole Advisors's IAK Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 14,524 shares worth $2.04M. The stake represents 0.04% of the portfolio and ranks #492 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IAK as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IAK in Q4 2023 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

J.W. Cole Advisors held 14,524 shares of iShares US Insurance ETF worth $2.04M as of Q2 2026.
iShares US Insurance ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares US Insurance ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #492 holding.
J.W. Cole Advisors first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 9 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.