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Martin & Co’s iShares US Insurance ETF IAK Stock Holding History

Martin & Co’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 		$4.08M Sell
29,022
-134
-0.5% -$17.8K 0.64% 45
2026
Q1 		$3.74M Buy
29,156
+1,244
+4% +$165K 0.64% 45
2025
Q4 		$3.8M Buy
27,912
+898
+3% +$119K 0.65% 41
2025
Q3 		$3.62M Sell
27,014
-65
-0.2% -$8.51K 0.64% 47
2025
Q2 		$3.64M Buy
27,079
+84
+0.3% +$11.2K 0.67% 41
2025
Q1 		$3.72M Buy
26,995
+54
+0.2% +$7.06K 0.72% 37
2024
Q4 		$3.41M Sell
26,941
-1,345
-5% -$175K 0.84% 44
2024
Q3 		$3.65M Sell
28,286
-136
-0.5% -$16.6K 0.86% 43
2024
Q2 		$3.21M Sell
28,422
-9,472
-25% -$1.08M 0.81% 41
2024
Q1 		$4.45M Sell
37,894
-1,296
-3% -$141K 1.09% 30
2023
Q4 		$3.92M Sell
39,190
-1,605
-4% -$155K 0.97% 32
2023
Q3 		$3.74M Sell
40,795
-161
-0.4% -$14.6K 0.98% 31
2023
Q2 		$3.6M Sell
40,956
-2,027
-5% -$175K 0.91% 35
2023
Q1 		$3.68M Sell
42,983
-800
-2% -$72.6K 0.95% 33
2022
Q4 		$4M Buy
43,783
+1,144
+3% +$102K 1.06% 29
2022
Q3 		$3.37M Buy
42,639
+994
+2% +$82.8K 1% 33
2022
Q2 		$3.46M Buy
41,645
+1,669
+4% +$144K 0.99% 33
2022
Q1 		$3.65M Sell
39,976
-3,407
-8% -$295K 0.93% 35
2021
Q4 		$3.63M Sell
43,383
-11,187
-21% -$922K 0.83% 38
2021
Q3 		$4.27M Buy
54,570
+4,830
+10% +$382K 1% 35
2021
Q2 		$3.85M Sell
49,740
-2,255
-4% -$178K 0.96% 36
2021
Q1 		$3.86M Sell
51,995
-1,940
-4% -$138K 0.97% 34
2020
Q4 		$3.64M Buy
53,935
+240
+0.4% +$15K 0.93% 33
2020
Q3 		$2.99M Sell
53,695
-1,025
-2% -$58.6K 0.88% 39
2020
Q2 		$3.01M Sell
54,720
-200
-0.4% -$10.5K 0.93% 35
2020
Q1 		$2.72M Buy
54,920
+2,345
+4% +$154K 0.97% 34
2019
Q4 		$3.75M Sell
52,575
-5,455
-9% -$385K 1.08% 30
2019
Q3 		$4.18M Sell
58,030
-10,694
-16% -$759K 1.26% 25
2019
Q2 		$4.86M Sell
68,724
-395
-0.6% -$26.9K 1.45% 18
2019
Q1 		$4.4M Buy
69,119
+140
+0.2% +$8.76K 1.33% 21
2018
Q4 		$3.98M Sell
68,979
-575
-0.8% -$35.3K 1.41% 16
2018
Q3 		$4.61M Sell
69,554
-170
-0.2% -$11.1K 1.4% 16
2018
Q2 		$4.29M Buy
69,724
+500
+0.7% +$32K 1.37% 16
2018
Q1 		$4.47M Buy
69,224
+1,019
+1% +$67.5K 1.49% 15
2017
Q4 		$4.54M Buy
68,205
+680
+1% +$44.9K 1.44% 18
2017
Q3 		$4.3M Sell
67,525
-5,080
-7% -$321K 1.4% 20
2017
Q2 		$4.55M Buy
72,605
+3,605
+5% +$220K 1.4% 21
2017
Q1 		$4.18M Buy
+69,000
New +$4.17M 1.33% 23

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

Martin & Co's IAK Position: Q2 2026 in Review

Martin & Co reduced its iShares US Insurance ETF (IAK) stake by 0.46% in Q2 2026, selling an estimated $17.8K and leaving 29,022 shares worth $4.08M. The position accounts for 0.64% of the portfolio, ranked #45.

Martin & Co first reported a position in IAK in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.86M in Q2 2019. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Martin & Co held 29,022 shares of iShares US Insurance ETF worth $4.08M as of Q2 2026.
  • Martin & Co sold 134 iShares US Insurance ETF shares in Q2 2026, an estimated $17.8K.
  • iShares US Insurance ETF made up 0.64% of Martin & Co's portfolio in Q2 2026, its #45 holding.
  • Martin & Co first reported a position in iShares US Insurance ETF in Q1 2017 and has held it in 38 quarters since.
  • Martin & Co's iShares US Insurance ETF position peaked at $4.86M in Q2 2019.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Martin & Co's 13F filing for Q2 2026, filed 12 Aug 2026.