Private Trust Company’s iShares US Insurance ETF IAK Stock Holding History

Private Trust Company’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	$102K	Buy	+729	New	+$96.8K	0.01%	1061
2025 Q2	–	Sell	-748	Closed	-$103K	–	2518
2025 Q1	$103K	Buy	+748	New	+$97.8K	0.01%	938
2024 Q4	–	Sell	-160	Closed	-$20.6K	–	2363
2024 Q3	$20.6K	Sell	160 -1,484	-90%	-$181K	﹤0.01%	1462
2024 Q2	$186K	Sell	1,644 -2	-0.1%	-$228	0.02%	682
2024 Q1	$193K	Sell	1,646 -1,035	-39%	-$113K	0.02%	658
2023 Q4	$268K	Buy	+2,681	New	+$258K	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 40.89% 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

Private Trust Company's IAK Position: Q2 2026 in Review

Private Trust Company opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 729 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Private Trust Company previously reported a position in IAK as recently as Q1 2025.

Private Trust Company first reported a position in IAK in Q4 2023 and has held it in 6 quarters since. The position peaked at $268K in Q4 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Private Trust Company held 729 shares of iShares US Insurance ETF worth $102K as of Q2 2026.
iShares US Insurance ETF was a new Private Trust Company position in Q2 2026.
iShares US Insurance ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1061 holding.
Private Trust Company first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 6 quarters since.
Private Trust Company's iShares US Insurance ETF position peaked at $268K in Q4 2023.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.