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

Kestra Private Wealth 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	$1.33M	Buy	9,496 +39	+0.4%	+$5.18K	0.01%	760
2026 Q1	$1.21M	Buy	9,457 +613	+7%	+$81.3K	0.02%	745
2025 Q4	$1.2M	Sell	8,844 -267	-3%	-$35.4K	0.01%	728
2025 Q3	$1.22M	Sell	9,111 -239	-3%	-$31.3K	0.02%	696
2025 Q2	$1.26M	Buy	9,350 +13	+0.1%	+$1.73K	0.02%	652
2025 Q1	$1.29M	Buy	9,337 +556	+6%	+$72.7K	0.02%	592
2024 Q4	$1.11M	Buy	8,781 +4,819	+122%	+$629K	0.02%	611
2024 Q3	$511K	Sell	3,962 -479	-11%	-$58.4K	0.01%	865
2024 Q2	$501K	Hold	4,441	–	–	0.01%	829
2024 Q1	$521K	Buy	4,441 +16	+0.4%	+$1.74K	0.01%	781
2023 Q4	$443K	Buy	4,425 +1,406	+47%	+$135K	0.01%	779
2023 Q3	$277K	Buy	+3,019	New	+$274K	0.01%	896

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 Private Wealth Services's IAK Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares US Insurance ETF (IAK) stake by 0.41% in Q2 2026, buying an estimated $5.18K and bringing the position to 9,496 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #760.

Kestra Private Wealth Services first reported a position in IAK in Q3 2023 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Kestra Private Wealth Services held 9,496 shares of iShares US Insurance ETF worth $1.33M as of Q2 2026.
Kestra Private Wealth Services bought 39 iShares US Insurance ETF shares in Q2 2026, an estimated $5.18K.
iShares US Insurance ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #760 holding.
Kestra Private Wealth Services first reported a position in iShares US Insurance ETF in Q3 2023 and has held it in 12 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

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