Jones Financial Companies’s iShares US Insurance ETF IAK Stock Holding History

Jones Financial Companies’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	$742K	Sell	5,248 -462	-8%	-$61.3K	﹤0.01%	2037
2026 Q1	$717K	Sell	5,710 -2,470	-30%	-$328K	﹤0.01%	1868
2025 Q4	$1.11M	Buy	8,180 +499	+6%	+$66.1K	﹤0.01%	1180
2025 Q3	$1.02M	Buy	7,681 +654	+9%	+$85.6K	﹤0.01%	1126
2025 Q2	$934K	Buy	7,027 +1,820	+35%	+$242K	﹤0.01%	1027
2025 Q1	$709K	Sell	5,207 -315	-6%	-$41.2K	﹤0.01%	992
2024 Q4	$698K	Buy	5,522 +2,875	+109%	+$375K	﹤0.01%	862
2024 Q3	$341K	Buy	2,647 +963	+57%	+$117K	﹤0.01%	957
2024 Q2	$190K	Buy	+1,684	New	+$192K	﹤0.01%	852

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

Jones Financial Companies's IAK Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares US Insurance ETF (IAK) stake by 8.1% in Q2 2026, selling an estimated $61.3K and leaving 5,248 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Jones Financial Companies first reported a position in IAK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Jones Financial Companies held 5,248 shares of iShares US Insurance ETF worth $742K as of Q2 2026.
Jones Financial Companies sold 462 iShares US Insurance ETF shares in Q2 2026, an estimated $61.3K.
iShares US Insurance ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2037 holding.
Jones Financial Companies first reported a position in iShares US Insurance ETF in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's iShares US Insurance ETF position peaked at $1.11M in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.