Kestra Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

Kestra Advisory Services’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	$211K	Sell	1,498 -63	-4%	-$8.36K	﹤0.01%	3072
2026 Q1	$200K	Buy	1,561 +306	+24%	+$40.6K	﹤0.01%	2950
2025 Q4	$171K	Buy	+1,255	New	+$166K	﹤0.01%	3022
2023 Q3	–	Sell	-7,409	Closed	-$651K	–	2167
2023 Q2	$651K	Buy	7,409 +235	+3%	+$20.3K	0.01%	1190
2023 Q1	$614K	Buy	7,174 +821	+13%	+$74.5K	0.01%	1176
2022 Q4	$581K	Buy	6,353 +3,490	+122%	+$311K	0.01%	1317
2022 Q3	$226K	Buy	+2,863	New	+$239K	﹤0.01%	1792

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

Kestra Advisory Services's IAK Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Insurance ETF (IAK) stake by 4% in Q2 2026, selling an estimated $8.36K and leaving 1,498 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Kestra Advisory Services first reported a position in IAK in Q3 2022 and has held it in 7 quarters since. The position peaked at $651K in Q2 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Kestra Advisory Services held 1,498 shares of iShares US Insurance ETF worth $211K as of Q2 2026.
Kestra Advisory Services sold 63 iShares US Insurance ETF shares in Q2 2026, an estimated $8.36K.
iShares US Insurance ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3072 holding.
Kestra Advisory Services first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 7 quarters since.
Kestra Advisory Services's iShares US Insurance ETF position peaked at $651K in Q2 2023.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.