PFG Advisors’s iShares US Insurance ETF IAK Stock Holding History

PFG Advisors’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	$1.9M	Sell	13,490 -1,631	-11%	-$217K	0.1%	253
2026 Q1	$1.94M	Buy	15,121 +194	+1%	+$25.7K	0.09%	247
2025 Q4	$2.03M	Buy	14,927 +1,522	+11%	+$202K	0.1%	241
2025 Q3	$1.8M	Buy	+13,405	New	+$1.75M	0.07%	286
2025 Q2	–	Sell	-11,783	Closed	-$1.62M	–	673
2025 Q1	$1.62M	Sell	11,783 -388	-3%	-$50.7K	0.09%	253
2024 Q4	$1.54M	Buy	12,171 +1,739	+17%	+$227K	0.09%	231
2024 Q3	$1.35M	Sell	10,432 -3,008	-22%	-$367K	0.08%	249
2024 Q2	$1.52M	Buy	13,440 +4,977	+59%	+$568K	0.1%	221
2024 Q1	$994K	Buy	8,463 +3,026	+56%	+$329K	0.07%	288
2023 Q4	$544K	Buy	5,437 +4	+0.1%	+$385	0.04%	350
2023 Q3	$498K	Sell	5,433 -73	-1%	-$6.63K	0.04%	356
2023 Q2	$484K	Buy	5,506 +510	+10%	+$44K	0.04%	404
2023 Q1	$428K	Buy	4,996 +1,402	+39%	+$127K	0.04%	422
2022 Q4	$329K	Buy	+3,594	New	+$321K	0.03%	431

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

PFG Advisors's IAK Position: Q2 2026 in Review

PFG Advisors reduced its iShares US Insurance ETF (IAK) stake by 11% in Q2 2026, selling an estimated $217K and leaving 13,490 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #253.

PFG Advisors first reported a position in IAK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.03M in Q4 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

PFG Advisors held 13,490 shares of iShares US Insurance ETF worth $1.9M as of Q2 2026.
PFG Advisors sold 1,631 iShares US Insurance ETF shares in Q2 2026, an estimated $217K.
iShares US Insurance ETF made up 0.1% of PFG Advisors's portfolio in Q2 2026, its #253 holding.
PFG Advisors first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 14 quarters since.
PFG Advisors's iShares US Insurance ETF position peaked at $2.03M in Q4 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.