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Nova Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Nova Wealth Management’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 		$170K Sell
1,207
-494
-29% -$65.6K 0.09% 147
2026
Q1 		$218K Sell
1,701
-233
-12% -$30.9K 0.14% 127
2025
Q4 		$263K Sell
1,934
-83
-4% -$11K 0.18% 109
2025
Q3 		$270K Sell
2,017
-42
-2% -$5.5K 0.19% 108
2025
Q2 		$277K Sell
2,059
-40
-2% -$5.31K 0.2% 110
2025
Q1 		$289K Sell
2,099
-48
-2% -$6.27K 0.25% 95
2024
Q4 		$272K Buy
+2,147
New +$280K 0.24% 97

Other funds holding IAK

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Nova Wealth Management's IAK Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares US Insurance ETF (IAK) stake by 29% in Q2 2026, selling an estimated $65.6K and leaving 1,207 shares worth $170K. The position accounts for 0.09% of the portfolio, ranked #147.

Nova Wealth Management first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q1 2025. 13 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Nova Wealth Management held 1,207 shares of iShares US Insurance ETF worth $170K as of Q2 2026.
  • Nova Wealth Management sold 494 iShares US Insurance ETF shares in Q2 2026, an estimated $65.6K.
  • iShares US Insurance ETF made up 0.09% of Nova Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Nova Wealth Management first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares US Insurance ETF position peaked at $289K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.