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 Q2	$4.03M	Sell	28,697 -97	-0.3%	-$12.9K	﹤0.01%	2919
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 $1.89T 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

Raymond James Financial's IAK Position: Q2 2026 in Review

Raymond James Financial reduced its iShares US Insurance ETF (IAK) stake by 0.34% in Q2 2026, selling an estimated $12.9K and leaving 28,697 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Raymond James Financial first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Raymond James Financial held 28,697 shares of iShares US Insurance ETF worth $4.03M as of Q2 2026.
Raymond James Financial sold 97 iShares US Insurance ETF shares in Q2 2026, an estimated $12.9K.
iShares US Insurance ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2919 holding.
Raymond James Financial first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares US Insurance ETF position peaked at $12.7M in Q2 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.