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ORG Partners’s iShares US Insurance ETF IAK Stock Holding History

ORG Partners’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
2025
Q4 		$8.98K Buy
66
+21
+47% +$2.78K ﹤0.01% 1039
2025
Q3 		$6.03K Sell
45
-104
-70% -$13.6K ﹤0.01% 1087
2025
Q2 		$20K Buy
149
+63
+73% +$8.37K ﹤0.01% 759
2025
Q1 		$11.9K Buy
+86
New +$11.2K ﹤0.01% 770

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

ORG Partners's IAK Position: Q4 2025 in Review

ORG Partners increased its iShares US Insurance ETF (IAK) stake by 47% in Q4 2025, buying an estimated $2.78K and bringing the position to 66 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

ORG Partners first reported a position in IAK in Q1 2025 and has held it in 4 quarters since. The position peaked at $20K in Q2 2025. 149 funds tracked by Wall St. Rank hold IAK as of Q4 2025.

  • ORG Partners held 66 shares of iShares US Insurance ETF worth $8.98K as of Q4 2025.
  • ORG Partners bought 21 iShares US Insurance ETF shares in Q4 2025, an estimated $2.78K.
  • iShares US Insurance ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1039 holding.
  • ORG Partners first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's iShares US Insurance ETF position peaked at $20K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.