Marshall Wace
IAK icon

Marshall Wace’s iShares US Insurance ETF IAK Stock Holding History

Marshall Wace’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
Q1 		– Sell
-1,528
Closed -$208K – 3429
2025
Q4 		$208K Buy
+1,528
New +$202K ﹤0.01% 2584
2025
Q2 		– Sell
-2,756
Closed -$380K – 2900
2025
Q1 		$380K Buy
+2,756
New +$360K ﹤0.01% 2180
2023
Q3 		– Sell
-5,887
Closed -$517K – 2422
2023
Q2 		$517K Sell
5,887
-1,713
-23% -$148K ﹤0.01% 1968
2023
Q1 		$651K Buy
+7,600
New +$690K ﹤0.01% 1995

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $672B AUM 33.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's IAK Position: Q1 2026 in Review

Marshall Wace sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 1,528 shares — an estimated $208K sold.

Marshall Wace first reported a position in IAK in Q1 2023 and held it in 4 quarters. The position peaked at $651K in Q1 2023. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Marshall Wace reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 1,528 iShares US Insurance ETF shares in Q1 2026, an estimated $208K.
  • Marshall Wace first reported a position in iShares US Insurance ETF in Q1 2023 and held it in 4 quarters.
  • Marshall Wace's iShares US Insurance ETF position peaked at $651K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.