KF
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Krilogy Financial’s iShares US Insurance ETF IAK Stock Holding History

Krilogy 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
Q3 		$207K Buy
+1,460
New +$211K 0.01% 1014

Other funds holding IAK

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial's IAK Position: Q3 2026 in Review

Krilogy Financial opened a new position in iShares US Insurance ETF (IAK) in Q3 2026: 1,460 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #1014 among its holdings.

9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Krilogy Financial held 1,460 shares of iShares US Insurance ETF worth $207K as of Q3 2026.
  • iShares US Insurance ETF was a new Krilogy Financial position in Q3 2026.
  • iShares US Insurance ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #1014 holding.
  • 9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.