John Overdeck’s iShares US Insurance ETF IAK Stock Holding History

John Overdeck’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	$4.37M	Sell	31,100 -28,000	-47%	-$3.72M	﹤0.01%	2270
2026 Q1	$7.58M	Sell	59,100 -30,600	-34%	-$4.06M	0.01%	1635
2025 Q4	$12.2M	Buy	89,700 +4,100	+5%	+$543K	0.02%	992
2025 Q3	$11.5M	Hold	85,600	–	–	0.02%	883
2025 Q2	$11.5M	Buy	+85,600	New	+$11.4M	0.02%	758
2024 Q4	–	Sell	-12,300	Closed	-$1.59M	–	3325
2024 Q3	$1.59M	Buy	+12,300	New	+$1.5M	﹤0.01%	1812
2023 Q3	–	Sell	-14,300	Closed	-$1.26M	–	3067
2023 Q2	$1.26M	Buy	+14,300	New	+$1.23M	﹤0.01%	1818

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

John Overdeck's IAK Position: Q2 2026 in Review

John Overdeck reduced its iShares US Insurance ETF (IAK) stake by 47% in Q2 2026, selling an estimated $3.72M and leaving 31,100 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

John Overdeck first reported a position in IAK in Q2 2023 and has held it in 7 quarters since. The position peaked at $12.2M in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

John Overdeck held 31,100 shares of iShares US Insurance ETF worth $4.37M as of Q2 2026.
John Overdeck sold 28,000 iShares US Insurance ETF shares in Q2 2026, an estimated $3.72M.
iShares US Insurance ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2270 holding.
John Overdeck first reported a position in iShares US Insurance ETF in Q2 2023 and has held it in 7 quarters since.
John Overdeck's iShares US Insurance ETF position peaked at $12.2M in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.