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Northstar Financial Companies’s iShares US Insurance ETF IAK Stock Holding History

Northstar Financial Companies’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 		$2.42M Buy
17,251
+2,965
+21% +$394K 1.63% 18
2026
Q1 		$1.83M Buy
14,286
+7,393
+107% +$981K 1.46% 19
2025
Q4 		$938K Buy
+6,893
New +$913K 0.75% 34

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

Northstar Financial Companies's IAK Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares US Insurance ETF (IAK) stake by 21% in Q2 2026, buying an estimated $394K and bringing the position to 17,251 shares worth $2.42M. The position accounts for 1.63% of the portfolio, ranked #18.

Northstar Financial Companies first reported a position in IAK in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Northstar Financial Companies held 17,251 shares of iShares US Insurance ETF worth $2.42M as of Q2 2026.
  • Northstar Financial Companies bought 2,965 iShares US Insurance ETF shares in Q2 2026, an estimated $394K.
  • iShares US Insurance ETF made up 1.63% of Northstar Financial Companies's portfolio in Q2 2026, its #18 holding.
  • Northstar Financial Companies first reported a position in iShares US Insurance ETF in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.