NBC Securities’s iShares US Insurance ETF IAK Stock Holding History

NBC Securities’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	$110K	Hold	785	–	–	0.01%	1042
2026 Q1	$101K	Hold	785	–	–	0.01%	1093
2025 Q4	$107K	Sell	785 -180	-19%	-$23.8K	0.01%	1056
2025 Q3	$129K	Hold	965	–	–	0.01%	978
2025 Q2	$129K	Hold	965	–	–	0.01%	975
2025 Q1	$132K	Buy	+965	New	+$126K	0.01%	902
2024 Q4	–	Sell	-965	Closed	-$124K	–	1629
2024 Q3	$124K	Hold	965	–	–	0.01%	922
2024 Q2	$108K	Buy	965 +905	+1,508%	+$103K	0.01%	932
2024 Q1	$7K	Buy	+60	New	+$6.53K	﹤0.01%	1784

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

NBC Securities's IAK Position: Q2 2026 in Review

NBC Securities held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 785 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #1042.

NBC Securities first reported a position in IAK in Q1 2024 and has held it in 9 quarters since. The position peaked at $132K in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

NBC Securities held 785 shares of iShares US Insurance ETF worth $110K as of Q2 2026.
NBC Securities left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1042 holding.
NBC Securities first reported a position in iShares US Insurance ETF in Q1 2024 and has held it in 9 quarters since.
NBC Securities's iShares US Insurance ETF position peaked at $132K in Q1 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.