Osaic Holdings
IAK icon

Osaic Holdings’s iShares US Insurance ETF IAK Stock Holding History

Osaic Holdings’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
Q1 		$1.37M Sell
10,641
-9,897
-48% -$1.31M ﹤0.01% 2411
2025
Q4 		$2.8M Sell
20,538
-92,925
-82% -$12.3M ﹤0.01% 1808
2025
Q3 		$15.1M Sell
113,463
-15,775
-12% -$2.06M 0.02% 763
2025
Q2 		$17.4M Buy
129,238
+47,763
+59% +$6.34M 0.03% 547
2025
Q1 		$11.2M Sell
81,475
-31,982
-28% -$4.18M 0.03% 632
2024
Q4 		$14.3M Sell
113,457
-38,528
-25% -$5.03M 0.03% 515
2024
Q3 		$19.6M Sell
151,985
-694
-0.5% -$84.6K 0.04% 419
2024
Q2 		$17.2M Sell
152,679
-20,456
-12% -$2.33M 0.04% 449
2024
Q1 		$20.3M Buy
173,135
+10,148
+6% +$1.1M 0.05% 399
2023
Q4 		$16.3M Sell
162,987
-51,586
-24% -$4.97M 0.03% 555
2023
Q3 		$19.7M Buy
214,573
+134,884
+169% +$12.3M 0.03% 544
2023
Q2 		$7M Sell
79,689
-16,076
-17% -$1.39M 0.01% 967
2023
Q1 		$8.22M Buy
95,765
+932
+1% +$84.6K 0.02% 855
2022
Q4 		$8.67M Buy
94,833
+19,492
+26% +$1.74M 0.02% 807
2022
Q3 		$5.96M Buy
75,341
+5,803
+8% +$483K 0.01% 919
2022
Q2 		$5.78M Buy
69,538
+55,101
+382% +$4.77M 0.01% 948
2022
Q1 		$1.32M Buy
14,437
+12,047
+504% +$1.04M ﹤0.01% 2321
2021
Q4 		$200K Sell
2,390
-942
-28% -$77.7K ﹤0.01% 3944
2021
Q3 		$261K Buy
3,332
+1,076
+48% +$85.2K ﹤0.01% 3659
2021
Q2 		$175K Buy
2,256
+2
+0.1% +$158 ﹤0.01% 3975
2021
Q1 		$167K Sell
2,254
-570
-20% -$40.5K ﹤0.01% 3907
2020
Q4 		$192K Sell
2,824
-1,952
-41% -$122K ﹤0.01% 3518
2020
Q3 		$265K Sell
4,776
-2,561
-35% -$147K ﹤0.01% 2991
2020
Q2 		$405K Sell
7,337
-10,118
-58% -$532K ﹤0.01% 2524
2020
Q1 		$598K Buy
+17,455
New +$1.14M ﹤0.01% 1924

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's IAK Position: Q1 2026 in Review

Osaic Holdings reduced its iShares US Insurance ETF (IAK) stake by 48% in Q1 2026, selling an estimated $1.31M and leaving 10,641 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Osaic Holdings first reported a position in IAK in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.3M in Q1 2024. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Osaic Holdings held 10,641 shares of iShares US Insurance ETF worth $1.37M as of Q1 2026.
  • Osaic Holdings sold 9,897 iShares US Insurance ETF shares in Q1 2026, an estimated $1.31M.
  • iShares US Insurance ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2411 holding.
  • Osaic Holdings first reported a position in iShares US Insurance ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares US Insurance ETF position peaked at $20.3M in Q1 2024.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.