Janney Montgomery Scott
IAK icon

Janney Montgomery Scott’s iShares US Insurance ETF IAK Stock Holding History

Janney Montgomery Scott’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 		$4.06M Sell
31,650
-796
-2% -$106K 0.01% 937
2025
Q4 		$4.42M Buy
32,446
+48
+0.1% +$6.36K 0.01% 951
2025
Q3 		$4.34M Buy
32,398
+10,349
+47% +$1.35M 0.01% 941
2025
Q2 		$2.96M Buy
22,049
+8,274
+60% +$1.1M 0.01% 1033
2025
Q1 		$1.9M Sell
13,775
-2,085
-13% -$272K 0.01% 1180
2024
Q4 		$2.01M Sell
15,860
-4,440
-22% -$579K 0.01% 1153
2024
Q3 		$2.62M Buy
20,300
+1,636
+9% +$199K 0.01% 1016
2024
Q2 		$2.11M Sell
18,664
-4,811
-20% -$549K 0.01% 1082
2024
Q1 		$2.76M Buy
23,475
+3,864
+20% +$421K 0.01% 1012
2023
Q4 		$1.96M Buy
19,611
+4,213
+27% +$406K 0.01% 1112
2023
Q3 		$1.41M Buy
15,398
+1,484
+11% +$135K 0.01% 1161
2023
Q2 		$1.22M Sell
13,914
-1,092
-7% -$94.3K ﹤0.01% 1306
2023
Q1 		$1.28M Sell
15,006
-318
-2% -$28.9K 0.01% 1189
2022
Q4 		$1.4M Buy
15,324
+4,666
+44% +$416K 0.01% 1195
2022
Q3 		$843K Buy
10,658
+3,003
+39% +$250K ﹤0.01% 1399
2022
Q2 		$636K Buy
7,655
+1,268
+20% +$110K ﹤0.01% 1472
2022
Q1 		$583K Buy
6,387
+1,175
+23% +$102K ﹤0.01% 1537
2021
Q4 		$436K Buy
5,212
+435
+9% +$35.9K ﹤0.01% 1803
2021
Q3 		$374K Sell
4,777
-3
-0.1% -$237 ﹤0.01% 1838
2021
Q2 		$370K Sell
4,780
-19
-0.4% -$1.5K ﹤0.01% 1813
2021
Q1 		$356K Sell
4,799
-1,082
-18% -$76.9K ﹤0.01% 1774
2020
Q4 		$397K Buy
5,881
+931
+19% +$58.3K ﹤0.01% 1711
2020
Q3 		$276K Hold
4,950
– – ﹤0.01% 1748
2020
Q2 		$272K Buy
4,950
+165
+3% +$8.68K ﹤0.01% 1678
2020
Q1 		$237K Buy
4,785
+87
+2% +$5.7K ﹤0.01% 1612
2019
Q4 		$335K Sell
4,698
-87
-2% -$6.13K ﹤0.01% 1645
2019
Q3 		$345K Sell
4,785
-44
-0.9% -$3.12K ﹤0.01% 1602
2019
Q2 		$341K Sell
4,829
-80
-2% -$5.44K ﹤0.01% 1634
2019
Q1 		$312K Hold
4,909
– – ﹤0.01% 1651
2018
Q4 		$283K Sell
4,909
-139
-3% -$8.54K ﹤0.01% 1594
2018
Q3 		$335K Sell
5,048
-97
-2% -$6.32K ﹤0.01% 1644
2018
Q2 		$316K Sell
5,145
-1,780
-26% -$114K ﹤0.01% 1627
2018
Q1 		$447K Sell
6,925
-69
-1% -$4.57K ﹤0.01% 1381
2017
Q4 		$466K Buy
6,994
+12
+0.2% +$792 ﹤0.01% 1340
2017
Q3 		$445K Sell
6,982
-12
-0.2% -$759 0.01% 1316
2017
Q2 		$438K Hold
6,994
– – 0.01% 1245
2017
Q1 		$424K Hold
6,994
– – 0.01% 1235
2016
Q4 		$415K Buy
6,994
+88
+1% +$4.95K 0.01% 1163
2016
Q3 		$365K Sell
6,906
-6,946
-50% -$362K 0.01% 1103
2016
Q2 		$702K Buy
+13,852
New +$703K 0.01% 457
2016
Q1 		– Sell
-8,926
Closed -$457K – 1338
2015
Q4 		$457K Sell
8,926
-1,513
-14% -$78.1K 0.01% 857
2015
Q3 		$507K Buy
10,439
+2,982
+40% +$152K 0.01% 824
2015
Q2 		$377K Sell
7,457
-107
-1% -$5.38K 0.01% 1349
2015
Q1 		$374K Sell
7,564
-697
-8% -$34K 0.01% 1591
2014
Q4 		$413K Sell
8,261
-268
-3% -$13K 0.01% 1454
2014
Q3 		$402K Sell
8,529
-414
-5% -$19.7K 0.01% 1438
2014
Q2 		$427K Sell
8,943
-878
-9% -$40.9K 0.01% 1355
2014
Q1 		$451K Buy
9,821
+30
+0.3% +$1.36K 0.01% 1197
2013
Q4 		$464K Buy
+9,791
New +$445K 0.01% 1141

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

Janney Montgomery Scott's IAK Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares US Insurance ETF (IAK) stake by 2.5% in Q1 2026, selling an estimated $106K and leaving 31,650 shares worth $4.06M. The position accounts for 0.01% of the portfolio, ranked #937.

Janney Montgomery Scott first reported a position in IAK in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.42M in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Janney Montgomery Scott held 31,650 shares of iShares US Insurance ETF worth $4.06M as of Q1 2026.
  • Janney Montgomery Scott sold 796 iShares US Insurance ETF shares in Q1 2026, an estimated $106K.
  • iShares US Insurance ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #937 holding.
  • Janney Montgomery Scott first reported a position in iShares US Insurance ETF in Q4 2013 and has held it in 49 quarters since.
  • Janney Montgomery Scott's iShares US Insurance ETF position peaked at $4.42M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.