Private Advisor Group’s iShares US Insurance ETF IAK Stock Holding History

Private Advisor Group’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	$734K	Buy	5,221 +3,609	+224%	+$479K	﹤0.01%	1541
2026 Q1	$207K	Sell	1,612 -221	-12%	-$29.3K	﹤0.01%	2443
2025 Q4	$250K	Sell	1,833 -2,821	-61%	-$374K	﹤0.01%	2277
2025 Q3	$624K	Buy	4,654 +193	+4%	+$25.3K	﹤0.01%	1653
2025 Q2	$600K	Sell	4,461 -21,791	-83%	-$2.89M	﹤0.01%	1594
2025 Q1	$3.62M	Sell	26,252 -15,055	-36%	-$1.97M	0.02%	648
2024 Q4	$5.22M	Sell	41,307 -1,095	-3%	-$143K	0.03%	519
2024 Q3	$5.47M	Sell	42,402 -8,322	-16%	-$1.01M	0.03%	486
2024 Q2	$5.73M	Buy	50,724 +38,012	+299%	+$4.34M	0.04%	438
2024 Q1	$1.49M	Buy	12,712 +7,165	+129%	+$780K	0.01%	960
2023 Q4	$555K	Buy	+5,547	New	+$534K	﹤0.01%	1393
2020 Q3	–	Sell	-57	Closed	-$3K	–	2440
2020 Q2	$3K	Buy	+57	New	+$3K	﹤0.01%	3443
2016 Q1	–	Sell	-12,745	Closed	-$652K	–	1071
2015 Q4	$652K	Buy	+12,745	New	+$658K	0.03%	517

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

Private Advisor Group's IAK Position: Q2 2026 in Review

Private Advisor Group increased its iShares US Insurance ETF (IAK) stake by 224% in Q2 2026, buying an estimated $479K and bringing the position to 5,221 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Private Advisor Group first reported a position in IAK in Q4 2015 and has held it in 13 quarters since. The position peaked at $5.73M in Q2 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Private Advisor Group held 5,221 shares of iShares US Insurance ETF worth $734K as of Q2 2026.
Private Advisor Group bought 3,609 iShares US Insurance ETF shares in Q2 2026, an estimated $479K.
iShares US Insurance ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1541 holding.
Private Advisor Group first reported a position in iShares US Insurance ETF in Q4 2015 and has held it in 13 quarters since.
Private Advisor Group's iShares US Insurance ETF position peaked at $5.73M in Q2 2024.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.