Primoris Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Primoris Wealth 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	$471K	Buy	+3,350	New	+$445K	0.21%	81
2024 Q3	–	Sell	-13,765	Closed	-$1.55M	–	106
2024 Q2	$1.55M	Sell	13,765 -5,500	-29%	-$627K	1.24%	24
2024 Q1	$2.26M	Buy	19,265 +3,565	+23%	+$388K	1.81%	18
2023 Q4	$1.57M	Buy	+15,700	New	+$1.51M	1.48%	19

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 40.89% 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

Primoris Wealth Advisors's IAK Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 3,350 shares worth $471K. The stake represents 0.21% of the portfolio and ranks #81 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in IAK as recently as Q2 2024.

Primoris Wealth Advisors first reported a position in IAK in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.26M in Q1 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Primoris Wealth Advisors held 3,350 shares of iShares US Insurance ETF worth $471K as of Q2 2026.
iShares US Insurance ETF was a new Primoris Wealth Advisors position in Q2 2026.
iShares US Insurance ETF made up 0.21% of Primoris Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Primoris Wealth Advisors first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 4 quarters since.
Primoris Wealth Advisors's iShares US Insurance ETF position peaked at $2.26M in Q1 2024.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.