MML Investors Services
IAK icon

MML Investors Services’s iShares US Insurance ETF IAK Stock Holding History

MML Investors Services’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 		$249K Buy
+1,774
New +$235K ﹤0.01% 2942
2026
Q1 		– Sell
-2,248
Closed -$306K – 3083
2025
Q4 		$306K Sell
2,248
-233,592
-99% -$31M ﹤0.01% 2610
2025
Q3 		$31.6M Buy
235,840
+16,896
+8% +$2.21M 0.08% 227
2025
Q2 		$29.4M Buy
218,944
+71,783
+49% +$9.53M 0.09% 226
2025
Q1 		$20.3M Sell
147,161
-78,887
-35% -$10.3M 0.07% 292
2024
Q4 		$28.6M Buy
226,048
+7,490
+3% +$977K 0.1% 211
2024
Q3 		$28.2M Buy
218,558
+3,489
+2% +$425K 0.1% 206
2024
Q2 		$24.3M Buy
215,069
+4,442
+2% +$507K 0.1% 216
2024
Q1 		$24.7M Buy
210,627
+4,932
+2% +$537K 0.1% 211
2023
Q4 		$20.6M Sell
205,695
-8,078
-4% -$778K 0.1% 227
2023
Q3 		$19.6M Buy
213,773
+13,816
+7% +$1.26M 0.11% 196
2023
Q2 		$17.6M Buy
199,957
+4,340
+2% +$375K 0.1% 221
2023
Q1 		$16.7M Sell
195,617
-7,655
-4% -$695K 0.12% 194
2022
Q4 		$18.6M Buy
203,272
+32,991
+19% +$2.94M 0.12% 191
2022
Q3 		$13.5M Buy
170,281
+59,605
+54% +$4.97M 0.1% 223
2022
Q2 		$9.18M Buy
110,676
+99,515
+892% +$8.61M 0.07% 279
2022
Q1 		$1.02M Buy
+11,161
New +$967K 0.01% 1083
2019
Q2 		– Sell
-3,442
Closed -$219K – 1626
2019
Q1 		$219K Buy
+3,442
New +$215K ﹤0.01% 1437
2018
Q4 		– Sell
-4,209
Closed -$279K – 1544
2018
Q3 		$279K Buy
4,209
+242
+6% +$15.8K ﹤0.01% 1308
2018
Q2 		$244K Buy
3,967
+165
+4% +$10.6K 0.01% 1176
2018
Q1 		$245K Sell
3,802
-13,480
-78% -$893K 0.01% 1171
2017
Q4 		$1.15M Buy
17,282
+6,836
+65% +$451K 0.02% 498
2017
Q3 		$666K Buy
10,446
+3,477
+50% +$220K 0.01% 658
2017
Q2 		$436K Buy
+6,969
New +$425K 0.01% 824

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

MML Investors Services's IAK Position: Q2 2026 in Review

MML Investors Services opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 1,774 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #2942 among its holdings. This is a return to the name: MML Investors Services previously reported a position in IAK as recently as Q4 2025.

MML Investors Services first reported a position in IAK in Q2 2017 and has held it in 24 quarters since. The position peaked at $31.6M in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • MML Investors Services held 1,774 shares of iShares US Insurance ETF worth $249K as of Q2 2026.
  • iShares US Insurance ETF was a new MML Investors Services position in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2942 holding.
  • MML Investors Services first reported a position in iShares US Insurance ETF in Q2 2017 and has held it in 24 quarters since.
  • MML Investors Services's iShares US Insurance ETF position peaked at $31.6M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.