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Newbridge Financial Services Group’s iShares US Insurance ETF IAK Stock Holding History

Newbridge Financial Services Group’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 		$5.2K Hold
37
– – ﹤0.01% 966
2026
Q1 		$4.75K Hold
37
– – ﹤0.01% 922
2025
Q4 		$5.04K Sell
37
-112
-75% -$14.8K ﹤0.01% 894
2025
Q3 		$20K Hold
149
– – ﹤0.01% 745
2025
Q2 		$20K Buy
+149
New +$19.8K ﹤0.01% 726

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

Newbridge Financial Services Group's IAK Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 37 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Newbridge Financial Services Group first reported a position in IAK in Q2 2025 and has held it in 5 quarters since. The position peaked at $20K in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Newbridge Financial Services Group held 37 shares of iShares US Insurance ETF worth $5.2K as of Q2 2026.
  • Newbridge Financial Services Group left its iShares US Insurance ETF share count unchanged in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #966 holding.
  • Newbridge Financial Services Group first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's iShares US Insurance ETF position peaked at $20K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.