Perigon Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Perigon Wealth 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 Q2	$1.07M	Buy	7,635 +5,697	+294%	+$756K	0.02%	564
2026 Q1	$249K	Hold	1,938	–	–	﹤0.01%	1098
2025 Q4	$264K	Sell	1,938 -1,000	-34%	-$132K	﹤0.01%	1074
2025 Q3	$394K	Sell	2,938 -6,037	-67%	-$790K	0.01%	835
2025 Q2	$1.21M	Buy	8,975 +4,219	+89%	+$560K	0.03%	426
2025 Q1	$655K	Sell	4,756 -127	-3%	-$16.6K	0.02%	561
2024 Q4	$627K	Sell	4,883 -3,765	-44%	-$491K	0.02%	576
2024 Q3	$1.12M	Buy	8,648 +2,739	+46%	+$334K	0.03%	406
2024 Q2	$667K	Buy	5,909 +3,704	+168%	+$423K	0.02%	463
2024 Q1	$259K	Hold	2,205	–	–	0.01%	721
2023 Q4	$221K	Sell	2,205 -7	-0.3%	-$674	0.01%	762
2023 Q3	$203K	Buy	+2,212	New	+$201K	0.01%	731
2023 Q1	–	Sell	-2,237	Closed	-$204K	–	715
2022 Q4	$204K	Buy	+2,237	New	+$200K	0.01%	651

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

Perigon Wealth Management's IAK Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares US Insurance ETF (IAK) stake by 294% in Q2 2026, buying an estimated $756K and bringing the position to 7,635 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #564.

Perigon Wealth Management first reported a position in IAK in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Perigon Wealth Management held 7,635 shares of iShares US Insurance ETF worth $1.07M as of Q2 2026.
Perigon Wealth Management bought 5,697 iShares US Insurance ETF shares in Q2 2026, an estimated $756K.
iShares US Insurance ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #564 holding.
Perigon Wealth Management first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 13 quarters since.
Perigon Wealth Management's iShares US Insurance ETF position peaked at $1.21M in Q2 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.