Raymond James Financial’s iShares US Insurance ETF IAK Stock Holding History

Raymond James Financial’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 Q1	$3.69M	Sell	28,794 -39,272	-58%	-$5.21M	﹤0.01%	2840
2025 Q4	$9.27M	Sell	68,066 -1,769	-3%	-$234K	﹤0.01%	2027
2025 Q3	$9.36M	Sell	69,835 -24,411	-26%	-$3.19M	﹤0.01%	1972
2025 Q2	$12.7M	Buy	94,246 +36,786	+64%	+$4.88M	﹤0.01%	1700
2025 Q1	$7.92M	Sell	57,460 -6,734	-10%	-$880K	﹤0.01%	1995
2024 Q4	$8.12M	Buy	+64,194	New	+$8.38M	﹤0.01%	2001

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's IAK Position: Q1 2026 in Review

Raymond James Financial reduced its iShares US Insurance ETF (IAK) stake by 58% in Q1 2026, selling an estimated $5.21M and leaving 28,794 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

Raymond James Financial first reported a position in IAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.7M in Q2 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Raymond James Financial held 28,794 shares of iShares US Insurance ETF worth $3.69M as of Q1 2026.
Raymond James Financial sold 39,272 iShares US Insurance ETF shares in Q1 2026, an estimated $5.21M.
iShares US Insurance ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2840 holding.
Raymond James Financial first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares US Insurance ETF position peaked at $12.7M in Q2 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.