Redwood Park Advisors’s iShares US Insurance ETF IAK Stock Holding History

Redwood Park 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 Q2	$45.4K	Buy	323 +1	+0.3%	+$133	0.03%	111
2026 Q1	$41.3K	Buy	322 +5	+2%	+$663	0.03%	110
2025 Q4	$43.1K	Sell	317 -33	-9%	-$4.37K	0.03%	111
2025 Q3	$46.9K	Buy	350 +1	+0.3%	+$131	0.03%	101
2025 Q2	$46.9K	Buy	349 +1	+0.3%	+$133	0.03%	101
2025 Q1	$48K	Hold	348	–	–	0.04%	94
2024 Q4	$44K	Buy	+348	New	+$45.4K	0.03%	108

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

Redwood Park Advisors's IAK Position: Q2 2026 in Review

Redwood Park Advisors increased its iShares US Insurance ETF (IAK) stake by 0.31% in Q2 2026, buying an estimated $133 and bringing the position to 323 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #111.

Redwood Park Advisors first reported a position in IAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $48K in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Redwood Park Advisors held 323 shares of iShares US Insurance ETF worth $45.4K as of Q2 2026.
Redwood Park Advisors bought 1 iShares US Insurance ETF share in Q2 2026, an estimated $133.
iShares US Insurance ETF made up 0.03% of Redwood Park Advisors's portfolio in Q2 2026, its #111 holding.
Redwood Park Advisors first reported a position in iShares US Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Redwood Park Advisors's iShares US Insurance ETF position peaked at $48K in Q1 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.