Mariner
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Mariner’s iShares US Insurance ETF IAK Stock Holding History

Mariner’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
-9,991
Closed -$1.28M – 3716
2026
Q1 		$1.28M Sell
9,991
-280
-3% -$37.2K ﹤0.01% 1794
2025
Q4 		$1.4M Buy
10,271
+132
+1% +$17.5K ﹤0.01% 1709
2025
Q3 		$1.36M Sell
10,139
-12,223
-55% -$1.6M ﹤0.01% 1676
2025
Q2 		$3.01M Buy
22,362
+734
+3% +$97.5K ﹤0.01% 1100
2025
Q1 		$2.98M Sell
21,628
-3,474
-14% -$454K 0.01% 1028
2024
Q4 		$3.17M Sell
25,102
-1,039
-4% -$136K 0.01% 986
2024
Q3 		$3.37M Buy
26,141
+805
+3% +$98.1K 0.01% 931
2024
Q2 		$2.86M Sell
25,336
-954
-4% -$109K 0.01% 935
2024
Q1 		$3.09M Sell
26,290
-8,312
-24% -$905K 0.01% 914
2023
Q4 		$3.46M Buy
+34,602
New +$3.33M 0.01% 819
2023
Q3 		– Sell
-11,507
Closed -$1.01M – 2959
2023
Q2 		$1.01M Sell
11,507
-363
-3% -$31.3K ﹤0.01% 1307
2023
Q1 		$1.02M Buy
11,870
+40
+0.3% +$3.63K ﹤0.01% 1263
2022
Q4 		$1.08M Buy
+11,830
New +$1.06M ﹤0.01% 1198

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

Mariner's IAK Position: Q2 2026 in Review

Mariner sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 9,991 shares — an estimated $1.28M sold.

Mariner first reported a position in IAK in Q4 2022 and held it in 13 quarters. The position peaked at $3.46M in Q4 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Mariner reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 9,991 iShares US Insurance ETF shares in Q2 2026, an estimated $1.28M.
  • Mariner first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 13 quarters.
  • Mariner's iShares US Insurance ETF position peaked at $3.46M in Q4 2023.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.