Primoris Wealth Advisors
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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
Q3 		– Sell
-3,350
Closed -$471K – 137
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Brandywine Financial Group
Brandywine Financial Group Thompsons Station, Tennessee $118M AUM 18.44% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

Primoris Wealth Advisors's IAK Position: Q3 2026 in Review

Primoris Wealth Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2026, closing a stake of 3,350 shares — an estimated $471K sold.

Primoris Wealth Advisors first reported a position in IAK in Q4 2023 and held it in 4 quarters. The position peaked at $2.26M in Q1 2024. 69 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Primoris Wealth Advisors reported no remaining iShares US Insurance ETF position as of Q3 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 3,350 iShares US Insurance ETF shares in Q3 2026, an estimated $471K.
  • Primoris Wealth Advisors first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 4 quarters.
  • Primoris Wealth Advisors's iShares US Insurance ETF position peaked at $2.26M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.