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

Regal 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	$208K	Sell	1,623 -432	-21%	-$57.3K	0.01%	626
2025 Q4	$280K	Sell	2,055 -4,281	-68%	-$567K	0.02%	522
2025 Q3	$849K	Buy	+6,336	New	+$829K	0.06%	287
2015 Q4	–	Sell	-250	Closed	-$12K	–	550
2015 Q3	$12K	Buy	+250	New	+$12.8K	﹤0.01%	651
2014 Q1	–	Sell	-35	Closed	-$2K	–	907
2013 Q4	$2K	Buy	+35	New	+$1.59K	﹤0.01%	760

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 $382M AUM 26.37% 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

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

Regal Investment Advisors reduced its iShares US Insurance ETF (IAK) stake by 21% in Q1 2026, selling an estimated $57.3K and leaving 1,623 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #626.

Regal Investment Advisors first reported a position in IAK in Q4 2013 and has held it in 5 quarters since. The position peaked at $849K in Q3 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

Regal Investment Advisors held 1,623 shares of iShares US Insurance ETF worth $208K as of Q1 2026.
Regal Investment Advisors sold 432 iShares US Insurance ETF shares in Q1 2026, an estimated $57.3K.
iShares US Insurance ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #626 holding.
Regal Investment Advisors first reported a position in iShares US Insurance ETF in Q4 2013 and has held it in 5 quarters since.
Regal Investment Advisors's iShares US Insurance ETF position peaked at $849K in Q3 2025.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.