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Leuthold Group’s iShares US Insurance ETF IAK Stock Holding History

Leuthold 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 		$1.19M Buy
8,446
+2,660
+46% +$353K 0.12% 147
2026
Q1 		$742K Sell
5,786
-1,010
-15% -$134K 0.08% 153
2025
Q4 		$925K Sell
6,796
-247
-4% -$32.7K 0.1% 138
2025
Q3 		$944K Sell
7,043
-265
-4% -$34.7K 0.1% 135
2025
Q2 		$983K Buy
7,308
+189
+3% +$25.1K 0.12% 141
2025
Q1 		$981K Sell
7,119
-9,981
-58% -$1.3M 0.13% 146
2024
Q4 		$2.16M Sell
17,100
-2,778
-14% -$362K 0.26% 130
2024
Q3 		$2.57M Buy
+19,878
New +$2.42M 0.29% 117
2024
Q2 		– Sell
-16,968
Closed -$1.99M – 192
2024
Q1 		$1.99M Buy
16,968
+7,914
+87% +$862K 0.22% 122
2023
Q4 		$907K Buy
+9,054
New +$872K 0.11% 129
2023
Q3 		– Sell
-9,292
Closed -$817K – 197
2023
Q2 		$817K Sell
9,292
-17,771
-66% -$1.53M 0.11% 141
2023
Q1 		$2.32M Buy
27,063
+2,936
+12% +$267K 0.31% 121
2022
Q4 		$2.21M Buy
24,127
+8,150
+51% +$727K 0.3% 119
2022
Q3 		$1.26M Buy
15,977
+10,196
+176% +$849K 0.19% 123
2022
Q2 		$480K Buy
5,781
+1,532
+36% +$133K 0.07% 140
2022
Q1 		$388K Buy
+4,249
New +$368K 0.05% 153

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

Leuthold Group's IAK Position: Q2 2026 in Review

Leuthold Group increased its iShares US Insurance ETF (IAK) stake by 46% in Q2 2026, buying an estimated $353K and bringing the position to 8,446 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #147.

Leuthold Group first reported a position in IAK in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.57M in Q3 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Leuthold Group held 8,446 shares of iShares US Insurance ETF worth $1.19M as of Q2 2026.
  • Leuthold Group bought 2,660 iShares US Insurance ETF shares in Q2 2026, an estimated $353K.
  • iShares US Insurance ETF made up 0.12% of Leuthold Group's portfolio in Q2 2026, its #147 holding.
  • Leuthold Group first reported a position in iShares US Insurance ETF in Q1 2022 and has held it in 16 quarters since.
  • Leuthold Group's iShares US Insurance ETF position peaked at $2.57M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.