LPL Financial
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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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

LPL Financial's IAK Position: Q1 2026 in Review

LPL Financial increased its iShares US Insurance ETF (IAK) stake by 18% in Q1 2026, buying an estimated $2.02M and bringing the position to 102,087 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

LPL Financial first reported a position in IAK in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.9M in Q2 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • LPL Financial held 102,087 shares of iShares US Insurance ETF worth $13.1M as of Q1 2026.
  • LPL Financial bought 15,225 iShares US Insurance ETF shares in Q1 2026, an estimated $2.02M.
  • iShares US Insurance ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1782 holding.
  • LPL Financial first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's iShares US Insurance ETF position peaked at $24.9M in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.