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MAI Capital Management’s iShares US Insurance ETF IAK Stock Holding History

MAI Capital 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 		– Sell
-345
Closed -$44.3K – 3287
2026
Q1 		$44.3K Hold
345
– – ﹤0.01% 2309
2025
Q4 		$47K Buy
345
+110
+47% +$14.6K ﹤0.01% 2048
2025
Q3 		$31.5K Buy
+235
New +$30.8K ﹤0.01% 2178

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 40.89% 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

MAI Capital Management's IAK Position: Q2 2026 in Review

MAI Capital Management sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 345 shares — an estimated $44.3K sold.

MAI Capital Management first reported a position in IAK in Q3 2025 and held it in 3 quarters. The position peaked at $47K in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • MAI Capital Management reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 345 iShares US Insurance ETF shares in Q2 2026, an estimated $44.3K.
  • MAI Capital Management first reported a position in iShares US Insurance ETF in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's iShares US Insurance ETF position peaked at $47K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.