Lee, Danner & Bass’s iShares US Insurance ETF IAK Stock Holding History

Lee, Danner & Bass’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	$4.76M	Sell	33,880 -698	-2%	-$92.7K	0.27%	80
2026 Q1	$4.44M	Sell	34,578 -630	-2%	-$83.6K	0.28%	77
2025 Q4	$4.79M	Sell	35,208 -400	-1%	-$53K	0.34%	63
2025 Q3	$4.77M	Sell	35,608 -2,730	-7%	-$357K	0.35%	65
2025 Q2	$5.15M	Buy	38,338 +4,593	+14%	+$610K	0.4%	56
2025 Q1	$4.65M	Sell	33,745 -750	-2%	-$98K	0.38%	58
2024 Q4	$4.36M	Buy	34,495 +355	+1%	+$46.3K	0.35%	63
2024 Q3	$4.41M	Buy	34,140 +92	+0.3%	+$11.2K	0.31%	62
2024 Q2	$3.85M	Buy	+34,048	New	+$3.88M	0.3%	66
2023 Q4	$4.09M	Buy	40,859 +37,024	+965%	+$3.56M	0.35%	66
2023 Q3	$351K	Buy	+3,835	New	+$348K	0.03%	173

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Lee, Danner & Bass's IAK Position: Q2 2026 in Review

Lee, Danner & Bass reduced its iShares US Insurance ETF (IAK) stake by 2% in Q2 2026, selling an estimated $92.7K and leaving 33,880 shares worth $4.76M. The position accounts for 0.27% of the portfolio, ranked #80.

Lee, Danner & Bass first reported a position in IAK in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.15M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Lee, Danner & Bass held 33,880 shares of iShares US Insurance ETF worth $4.76M as of Q2 2026.
Lee, Danner & Bass sold 698 iShares US Insurance ETF shares in Q2 2026, an estimated $92.7K.
iShares US Insurance ETF made up 0.27% of Lee, Danner & Bass's portfolio in Q2 2026, its #80 holding.
Lee, Danner & Bass first reported a position in iShares US Insurance ETF in Q3 2023 and has held it in 11 quarters since.
Lee, Danner & Bass's iShares US Insurance ETF position peaked at $5.15M in Q2 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.