Regatta Research & Money Management’s iShares US Insurance ETF IAK Stock Holding History

Regatta Research & Money Management’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	$109K	Buy	+773	New	+$103K	0.1%	171

Other funds holding IAK

LPL Financial San Diego, California $445B AUM 25.58% 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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Regatta Research & Money Management's IAK Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 773 shares worth $109K. The stake represents 0.1% of the portfolio and ranks #171 among its holdings.

108 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Regatta Research & Money Management held 773 shares of iShares US Insurance ETF worth $109K as of Q2 2026.
iShares US Insurance ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Insurance ETF made up 0.1% of Regatta Research & Money Management's portfolio in Q2 2026, its #171 holding.
108 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.