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KKM Financial’s iShares US Insurance ETF IAK Stock Holding History

KKM Financial’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 		$443K Sell
3,152
-60
-2% -$7.96K 0.06% 131
2026
Q1 		$437K Hold
3,212
– – 0.08% 130
2025
Q4 		$437K Sell
3,212
-3,646
-53% -$483K 0.08% 130
2025
Q3 		$919K Sell
6,858
-2,203
-24% -$288K 0.29% 66
2025
Q2 		$1.22M Hold
9,061
– – 0.42% 62
2025
Q1 		$1.25M Sell
9,061
-38
-0.4% -$4.97K 0.53% 60
2024
Q4 		$1.15M Sell
9,099
-49
-0.5% -$6.39K 0.48% 60
2024
Q3 		$1.18M Buy
9,148
+197
+2% +$24K 0.58% 56
2024
Q2 		$1.01M Buy
8,951
+238
+3% +$27.2K 0.48% 65
2024
Q1 		$1.02M Hold
8,713
– – 0.5% 66
2023
Q4 		$872K Buy
+8,713
New +$839K 0.55% 61

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
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

KKM Financial's IAK Position: Q2 2026 in Review

KKM Financial reduced its iShares US Insurance ETF (IAK) stake by 1.9% in Q2 2026, selling an estimated $7.96K and leaving 3,152 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #131.

KKM Financial first reported a position in IAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • KKM Financial held 3,152 shares of iShares US Insurance ETF worth $443K as of Q2 2026.
  • KKM Financial sold 60 iShares US Insurance ETF shares in Q2 2026, an estimated $7.96K.
  • iShares US Insurance ETF made up 0.06% of KKM Financial's portfolio in Q2 2026, its #131 holding.
  • KKM Financial first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's iShares US Insurance ETF position peaked at $1.25M in Q1 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

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