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Legend Financial Advisors’s iShares US Insurance ETF IAK Stock Holding History

Legend Financial Advisors’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 		$8.21M Buy
58,386
+2,879
+5% +$382K 4.66% 9
2026
Q1 		$7.12M Buy
55,507
+947
+2% +$126K 4.59% 9
2025
Q4 		$7.43M Buy
54,560
+2,524
+5% +$334K 4.5% 11
2025
Q3 		$6.97M Buy
52,036
+1,157
+2% +$151K 4.28% 12
2025
Q2 		$6.84M Sell
50,879
-745
-1% -$98.9K 4.55% 10
2025
Q1 		$7.11M Sell
51,624
-1,706
-3% -$223K 5.23% 9
2024
Q4 		$6.74M Sell
53,330
-734
-1% -$95.8K 4.76% 11
2024
Q3 		$6.98M Sell
54,064
-1,677
-3% -$204K 4.82% 11
2024
Q2 		$6.29M Buy
55,741
+406
+0.7% +$46.3K 4.47% 11
2024
Q1 		$6.5M Sell
55,335
-477
-0.9% -$51.9K 4.71% 11
2023
Q4 		$5.59M Sell
55,812
-1,731
-3% -$167K 4.49% 11
2023
Q3 		$5.27M Buy
57,543
+293
+0.5% +$26.6K 4.5% 11
2023
Q2 		$5.03M Buy
57,250
+1,907
+3% +$165K 4.2% 11
2023
Q1 		$4.74M Sell
55,343
-30
-0.1% -$2.72K 3.98% 11
2022
Q4 		$5.06M Sell
55,373
-415
-0.7% -$37K 4.42% 11
2022
Q3 		$4.41M Sell
55,788
-352
-0.6% -$29.3K 4.15% 14
2022
Q2 		$4.66M Buy
+56,140
New +$4.86M 4.81% 12

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

Legend Financial Advisors's IAK Position: Q2 2026 in Review

Legend Financial Advisors increased its iShares US Insurance ETF (IAK) stake by 5.2% in Q2 2026, buying an estimated $382K and bringing the position to 58,386 shares worth $8.21M. The position accounts for 4.66% of the portfolio, ranked #9.

Legend Financial Advisors first reported a position in IAK in Q2 2022 and has held it in 17 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Legend Financial Advisors held 58,386 shares of iShares US Insurance ETF worth $8.21M as of Q2 2026.
  • Legend Financial Advisors bought 2,879 iShares US Insurance ETF shares in Q2 2026, an estimated $382K.
  • iShares US Insurance ETF made up 4.66% of Legend Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Legend Financial Advisors first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 17 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.