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MinichMacGregor Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-1,539
Closed -$210K – 144
2025
Q4 		$210K Sell
1,539
-70,020
-98% -$9.28M 0.04% 128
2025
Q3 		$9.59M Buy
71,559
+2,417
+3% +$316K 1.87% 22
2025
Q2 		$9.3M Buy
69,142
+14,355
+26% +$1.91M 1.99% 22
2025
Q1 		$7.55M Sell
54,787
-34,786
-39% -$4.55M 1.69% 22
2024
Q4 		$11.3M Sell
89,573
-989
-1% -$129K 2.35% 12
2024
Q3 		$11.7M Sell
90,562
-2,532
-3% -$309K 2.51% 9
2024
Q2 		$10.5M Sell
93,094
-3,085
-3% -$352K 2.57% 11
2024
Q1 		$11.2M Sell
96,179
-5,512
-5% -$600K 2.87% 8
2023
Q4 		$10.2M Sell
101,691
-5,819
-5% -$560K 2.94% 9
2023
Q3 		$9.85M Sell
107,510
-10,611
-9% -$964K 3.26% 6
2023
Q2 		$10.4M Sell
118,121
-2,575
-2% -$222K 3.24% 7
2023
Q1 		$10.3M Sell
120,696
-8,178
-6% -$742K 3.42% 6
2022
Q4 		$11.8M Buy
128,874
+1,721
+1% +$154K 4.25% 8
2022
Q3 		$10.1M Buy
127,153
+35,106
+38% +$2.92M 4.01% 7
2022
Q2 		$7.64M Buy
+92,047
New +$7.96M 3.14% 10
2018
Q4 		– Sell
-715
Closed -$47K – 269
2018
Q3 		$47K Hold
715
– – 0.03% 127
2018
Q2 		$44K Sell
715
-920
-56% -$58.9K 0.03% 121
2018
Q1 		$105K Sell
1,635
-72,389
-98% -$4.79M 0.08% 68
2017
Q4 		$4.93M Buy
74,024
+18,484
+33% +$1.22M 3.85% 11
2017
Q3 		$3.54M Buy
55,540
+2,720
+5% +$172K 2.93% 15
2017
Q2 		$3.31M Buy
52,820
+3,056
+6% +$187K 2.87% 13
2017
Q1 		$3.02M Buy
49,764
+817
+2% +$49.4K 2.72% 15
2016
Q4 		$2.9M Buy
+48,947
New +$2.75M 2.72% 15

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

MinichMacGregor Wealth Management's IAK Position: Q1 2026 in Review

MinichMacGregor Wealth Management sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 1,539 shares — an estimated $210K sold.

MinichMacGregor Wealth Management first reported a position in IAK in Q4 2016 and held it in 23 quarters. The position peaked at $11.8M in Q4 2022. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • MinichMacGregor Wealth Management reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,539 iShares US Insurance ETF shares in Q1 2026, an estimated $210K.
  • MinichMacGregor Wealth Management first reported a position in iShares US Insurance ETF in Q4 2016 and held it in 23 quarters.
  • MinichMacGregor Wealth Management's iShares US Insurance ETF position peaked at $11.8M in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.