Oppenheimer & Co’s iShares US Insurance ETF IAK Stock Holding History

Oppenheimer & Co’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	$464K	Buy	+3,298	New	+$438K	﹤0.01%	1288
2025 Q2	–	Sell	-1,929	Closed	-$266K	–	1647
2025 Q1	$266K	Sell	1,929 -4,095	-68%	-$535K	﹤0.01%	1329
2024 Q4	$762K	Sell	6,024 -2,797	-32%	-$365K	0.01%	907
2024 Q3	$1.14M	Buy	8,821 +4,027	+84%	+$491K	0.02%	744
2024 Q2	$541K	Sell	4,794 -1,845	-28%	-$210K	0.01%	983
2024 Q1	$779K	Buy	+6,639	New	+$723K	0.01%	835
2018 Q1	–	Sell	-28,283	Closed	-$1.88M	–	1357
2017 Q4	$1.88M	Buy	28,283 +711	+3%	+$46.9K	0.05%	418
2017 Q3	$1.76M	Buy	27,572 +89	+0.3%	+$5.63K	0.05%	421
2017 Q2	$1.72M	Buy	27,483 +1,545	+6%	+$94.3K	0.05%	436
2017 Q1	$1.57M	Sell	25,938 -5,159	-17%	-$312K	0.04%	449
2016 Q4	$1.84M	Buy	+31,097	New	+$1.75M	0.05%	397
2014 Q2	–	Sell	-8,050	Closed	-$370K	–	1440
2014 Q1	$370K	Buy	+8,050	New	+$365K	0.01%	960
2013 Q4	–	Sell	-6,821	Closed	-$293K	–	1419
2013 Q3	$293K	Buy	+6,821	New	+$291K	0.01%	981

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

Oppenheimer & Co's IAK Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 3,298 shares worth $464K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in IAK as recently as Q1 2025.

Oppenheimer & Co first reported a position in IAK in Q3 2013 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2017. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Oppenheimer & Co held 3,298 shares of iShares US Insurance ETF worth $464K as of Q2 2026.
iShares US Insurance ETF was a new Oppenheimer & Co position in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1288 holding.
Oppenheimer & Co first reported a position in iShares US Insurance ETF in Q3 2013 and has held it in 13 quarters since.
Oppenheimer & Co's iShares US Insurance ETF position peaked at $1.88M in Q4 2017.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.