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

NewEdge 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 		$5.01K Sell
36
-49
-58% -$6.5K ﹤0.01% 3721
2026
Q1 		$10.9K Sell
85
-832
-91% -$110K ﹤0.01% 3379
2025
Q4 		$125K Sell
917
-3,611
-80% -$478K ﹤0.01% 2698
2025
Q3 		$607K Sell
4,528
-22,255
-83% -$2.91M ﹤0.01% 1702
2025
Q2 		$3.6M Buy
26,783
+2,230
+9% +$296K 0.02% 699
2025
Q1 		$3.38M Buy
24,553
+1,233
+5% +$161K 0.02% 645
2024
Q4 		$2.95M Buy
23,320
+2,651
+13% +$346K 0.02% 670
2024
Q3 		$2.67M Buy
20,669
+13,193
+176% +$1.61M 0.02% 685
2024
Q2 		$844K Buy
7,476
+5,613
+301% +$640K 0.01% 1153
2024
Q1 		$219K Buy
1,863
+1,093
+142% +$119K ﹤0.01% 1799
2023
Q4 		$77.1K Sell
770
-200
-21% -$19.3K ﹤0.01% 2052
2023
Q3 		$88.9K Sell
970
-840
-46% -$76.3K ﹤0.01% 1880
2023
Q2 		$159K Sell
1,810
-40
-2% -$3.45K ﹤0.01% 1709
2023
Q1 		$158K Sell
1,850
-14,912
-89% -$1.35M ﹤0.01% 1614
2022
Q4 		$1.36M Buy
16,762
+899
+6% +$80.2K 0.04% 425
2022
Q3 		$1.25M Buy
15,863
+1,389
+10% +$116K 0.02% 563
2022
Q2 		$1.2M Buy
+14,474
New +$1.25M 0.02% 601

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

NewEdge Advisors's IAK Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares US Insurance ETF (IAK) stake by 58% in Q2 2026, selling an estimated $6.5K and leaving 36 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3721.

NewEdge Advisors first reported a position in IAK in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.6M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • NewEdge Advisors held 36 shares of iShares US Insurance ETF worth $5.01K as of Q2 2026.
  • NewEdge Advisors sold 49 iShares US Insurance ETF shares in Q2 2026, an estimated $6.5K.
  • iShares US Insurance ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3721 holding.
  • NewEdge Advisors first reported a position in iShares US Insurance ETF in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's iShares US Insurance ETF position peaked at $3.6M in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.