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Larson Financial Group’s iShares US Insurance ETF IAK Stock Holding History

Larson Financial Group’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 		$364K Buy
2,590
+207
+9% +$27.5K 0.01% 645
2026
Q1 		$306K Buy
2,383
+140
+6% +$18.6K 0.01% 606
2025
Q4 		$305K Buy
2,243
+15
+0.7% +$1.99K 0.01% 602
2025
Q3 		$299K Buy
2,228
+252
+13% +$33K 0.01% 603
2025
Q2 		$266K Buy
1,976
+129
+7% +$17.1K 0.01% 603
2025
Q1 		$255K Buy
1,847
+61
+3% +$7.97K 0.01% 574
2024
Q4 		$226K Buy
1,786
+20
+1% +$2.61K 0.01% 542
2024
Q3 		$228K Buy
1,766
+105
+6% +$12.8K 0.01% 539
2024
Q2 		$188K Buy
1,661
+86
+5% +$9.81K 0.01% 483
2024
Q1 		$185K Buy
1,575
+306
+24% +$33.3K 0.01% 428
2023
Q4 		$127K Buy
1,269
+146
+13% +$14.1K 0.01% 441
2023
Q3 		$103K Buy
1,123
+166
+17% +$15.1K 0.01% 451
2023
Q2 		$84.1K Buy
957
+742
+345% +$64.1K 0.01% 446
2023
Q1 		$18.4K Buy
215
+184
+594% +$16.7K ﹤0.01% 758
2022
Q4 		$2.83K Buy
+31
New +$2.77K ﹤0.01% 1140

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

Larson Financial Group's IAK Position: Q2 2026 in Review

Larson Financial Group increased its iShares US Insurance ETF (IAK) stake by 8.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,590 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #645.

Larson Financial Group first reported a position in IAK in Q4 2022 and has held it in 15 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Larson Financial Group held 2,590 shares of iShares US Insurance ETF worth $364K as of Q2 2026.
  • Larson Financial Group bought 207 iShares US Insurance ETF shares in Q2 2026, an estimated $27.5K.
  • iShares US Insurance ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #645 holding.
  • Larson Financial Group first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 15 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

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