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Osbon Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Osbon Capital 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
Q1 		$57.9K Buy
452
+2
+0.4% +$265 0.05% 143
2025
Q4 		$61.3K Buy
+450
New +$59.6K 0.06% 106

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 $382M AUM 26.37% 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 $176M AUM 57.06% 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

Osbon Capital Management's IAK Position: Q1 2026 in Review

Osbon Capital Management increased its iShares US Insurance ETF (IAK) stake by 0.44% in Q1 2026, buying an estimated $265 and bringing the position to 452 shares worth $57.9K. The position accounts for 0.05% of the portfolio, ranked #143.

Osbon Capital Management first reported a position in IAK in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.3K in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Osbon Capital Management held 452 shares of iShares US Insurance ETF worth $57.9K as of Q1 2026.
  • Osbon Capital Management bought 2 iShares US Insurance ETF shares in Q1 2026, an estimated $265.
  • iShares US Insurance ETF made up 0.05% of Osbon Capital Management's portfolio in Q1 2026, its #143 holding.
  • Osbon Capital Management first reported a position in iShares US Insurance ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's iShares US Insurance ETF position peaked at $61.3K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.