LPL Financial
IAK icon

LPL Financial’s iShares US Insurance ETF IAK Stock Holding History

LPL 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
2025
Q1 		– Sell
-4,000
Closed -$506K – 5438
2024
Q4 		$506K Buy
+4,000
New +$522K ﹤0.01% 4079

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 40.89% 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

LPL Financial's IAK Position: Q2 2026 in Review

LPL Financial increased its iShares US Insurance ETF (IAK) stake by 12% in Q2 2026, buying an estimated $1.62M and bringing the position to 114,300 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

LPL Financial first reported a position in IAK in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.9M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • LPL Financial held 114,300 shares of iShares US Insurance ETF worth $16.1M as of Q2 2026.
  • LPL Financial bought 12,213 iShares US Insurance ETF shares in Q2 2026, an estimated $1.62M.
  • iShares US Insurance ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1734 holding.
  • LPL Financial first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares US Insurance ETF position peaked at $24.9M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.