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

&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
2026 Q2	$768K	Sell	5,460 -915	-14%	-$121K	﹤0.01%	1585
2026 Q1	$817K	Sell	6,375 -825	-11%	-$109K	﹤0.01%	1414
2025 Q4	$980K	Buy	7,200 +28	+0.4%	+$3.71K	0.01%	1227
2025 Q3	$961K	Buy	7,172 +564	+9%	+$73.8K	0.01%	1109
2025 Q2	$889K	Sell	6,608 -502	-7%	-$66.7K	0.01%	1040
2025 Q1	$968K	Buy	7,110 +219	+3%	+$28.6K	0.01%	848
2024 Q4	$870K	Buy	+6,891	New	+$899K	0.01%	828

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 40.91% 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

&Partners's IAK Position: Q2 2026 in Review

&Partners reduced its iShares US Insurance ETF (IAK) stake by 14% in Q2 2026, selling an estimated $121K and leaving 5,460 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

&Partners first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $980K in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

&Partners held 5,460 shares of iShares US Insurance ETF worth $768K as of Q2 2026.
&Partners sold 915 iShares US Insurance ETF shares in Q2 2026, an estimated $121K.
iShares US Insurance ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1585 holding.
&Partners first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's iShares US Insurance ETF position peaked at $980K in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.