Prospera Financial Services’s iShares US Insurance ETF IAK Stock Holding History

Prospera Financial Services’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	$225K	Sell	1,601 -362	-18%	-$48.1K	﹤0.01%	1353
2026 Q1	$252K	Sell	1,963 -906	-32%	-$120K	﹤0.01%	1273
2025 Q4	$391K	Sell	2,869 -75,794	-96%	-$10M	0.01%	1025
2025 Q3	$10.5M	Buy	78,663 +6,753	+9%	+$884K	0.18%	120
2025 Q2	$9.67M	Buy	71,910 +4,910	+7%	+$652K	0.18%	126
2025 Q1	$9.23M	Buy	67,000 +4,482	+7%	+$586K	0.21%	110
2024 Q4	$7.91M	Buy	62,518 +13,219	+27%	+$1.72M	0.18%	124
2024 Q3	$6.36M	Buy	49,299 +1,193	+2%	+$145K	0.16%	138
2024 Q2	$5.43M	Buy	48,106 +13,939	+41%	+$1.59M	0.15%	144
2024 Q1	$4.01M	Buy	34,167 +3,118	+10%	+$339K	0.12%	185
2023 Q4	$3.11M	Buy	+31,049	New	+$2.99M	0.1%	230

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

Prospera Financial Services's IAK Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares US Insurance ETF (IAK) stake by 18% in Q2 2026, selling an estimated $48.1K and leaving 1,601 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Prospera Financial Services first reported a position in IAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Prospera Financial Services held 1,601 shares of iShares US Insurance ETF worth $225K as of Q2 2026.
Prospera Financial Services sold 362 iShares US Insurance ETF shares in Q2 2026, an estimated $48.1K.
iShares US Insurance ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1353 holding.
Prospera Financial Services first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 11 quarters since.
Prospera Financial Services's iShares US Insurance ETF position peaked at $10.5M in Q3 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.