Realta Investment Advisors’s iShares US Insurance ETF IAK Stock Holding History

Realta Investment Advisors’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	–	Sell	-440	Closed	-$59.9K	–	384
2025 Q4	$59.9K	Sell	440 -375	-46%	-$49.7K	0.02%	244
2025 Q3	$109K	Buy	815 +530	+186%	+$69.4K	0.04%	208
2025 Q2	$38.3K	Buy	+285	New	+$37.8K	0.02%	239
2024 Q3	–	Sell	-191	Closed	-$21.6K	–	525
2024 Q2	$21.6K	Hold	191	–	–	﹤0.01%	613
2024 Q1	$22.4K	Buy	+191	New	+$20.8K	﹤0.01%	625
2023 Q4	–	Sell	-340	Closed	-$29.9K	–	573
2023 Q3	$29.9K	Hold	340	–	–	0.01%	569
2023 Q2	$29.9K	Buy	+340	New	+$29.4K	0.01%	612
2023 Q1	–	Sell	-270	Closed	-$24.7K	–	583
2022 Q4	$24.7K	Buy	+270	New	+$24.1K	0.01%	623

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $672B AUM 33.48% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Realta Investment Advisors's IAK Position: Q1 2026 in Review

Realta Investment Advisors sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 440 shares — an estimated $59.9K sold.

Realta Investment Advisors first reported a position in IAK in Q4 2022 and held it in 8 quarters. The position peaked at $109K in Q3 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Realta Investment Advisors reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
Realta Investment Advisors sold 440 iShares US Insurance ETF shares in Q1 2026, an estimated $59.9K.
Realta Investment Advisors first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 8 quarters.
Realta Investment Advisors's iShares US Insurance ETF position peaked at $109K in Q3 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.