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Innovative Advisory Group, LLC’s iShares US Insurance ETF IAK Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-2,429
Closed -$331K – 114
2025
Q4 		$331K Sell
2,429
-60
-2% -$7.95K 0.21% 31
2025
Q3 		$334K Sell
2,489
-3
-0.1% -$393 0.21% 31
2025
Q2 		$335K Buy
2,492
+117
+5% +$15.5K 0.28% 26
2025
Q1 		$327K Sell
2,375
-144
-6% -$18.8K 0.31% 24
2024
Q4 		$319K Buy
+2,519
New +$329K 0.28% 27

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Advisory Group, LLC's IAK Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 2,429 shares — an estimated $331K sold.

Innovative Advisory Group, LLC first reported a position in IAK in Q4 2024 and held it in 5 quarters. The position peaked at $335K in Q2 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 2,429 iShares US Insurance ETF shares in Q1 2026, an estimated $331K.
  • Innovative Advisory Group, LLC first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's iShares US Insurance ETF position peaked at $335K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.