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Mutual Advisors’s iShares US Insurance ETF IAK Stock Holding History

Mutual Advisors’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 		$801K Buy
+5,698
New +$756K 0.02% 730

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

Mutual Advisors's IAK Position: Q2 2026 in Review

Mutual Advisors opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 5,698 shares worth $801K. The stake represents 0.02% of the portfolio and ranks #730 among its holdings.

146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Mutual Advisors held 5,698 shares of iShares US Insurance ETF worth $801K as of Q2 2026.
  • iShares US Insurance ETF was a new Mutual Advisors position in Q2 2026.
  • iShares US Insurance ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #730 holding.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.