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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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. 146 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.
146 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.