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Retirement Planning Company of New England’s iShares US Insurance ETF IAK Stock Holding History

Retirement Planning Company of New England’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 		$608K Sell
4,325
-71
-2% -$9.43K 0.22% 125
2026
Q1 		$564K Buy
4,396
+93
+2% +$12.3K 0.23% 118
2025
Q4 		$586K Buy
4,303
+19
+0.4% +$2.52K 0.24% 110
2025
Q3 		$574K Sell
4,284
-19
-0.4% -$2.49K 0.23% 119
2025
Q2 		$579K Sell
4,303
-33
-0.8% -$4.38K 0.26% 111
2025
Q1 		$598K Buy
4,336
+23
+0.5% +$3.01K 0.3% 106
2024
Q4 		$546K Buy
4,313
+28
+0.7% +$3.65K 0.26% 110
2024
Q3 		$553K Sell
4,285
-90
-2% -$11K 0.28% 106
2024
Q2 		$494K Sell
4,375
-12
-0.3% -$1.37K 0.27% 104
2024
Q1 		$515K Sell
4,387
-21
-0.5% -$2.29K 0.28% 109
2023
Q4 		$441K Buy
4,408
+607
+16% +$58.4K 0.2% 123
2023
Q3 		$348K Sell
3,801
-1,389
-27% -$126K 0.19% 123
2023
Q2 		$456K Sell
5,190
-87
-2% -$7.51K 0.26% 112
2023
Q1 		$452K Buy
5,277
+27
+0.5% +$2.45K 0.27% 114
2022
Q4 		$480K Sell
5,250
-56
-1% -$5K 0.31% 106
2022
Q3 		$419K Buy
5,306
+176
+3% +$14.7K 0.3% 106
2022
Q2 		$425K Sell
5,130
-28
-0.5% -$2.42K 0.29% 110
2022
Q1 		$470K Buy
5,158
+14
+0.3% +$1.21K 0.27% 119
2021
Q4 		$429K Buy
+5,144
New +$424K 0.21% 132

Other funds holding IAK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FP
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
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $148M AUM 33.49% 1-Year Est. Return

Retirement Planning Company of New England's IAK Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its iShares US Insurance ETF (IAK) stake by 1.6% in Q2 2026, selling an estimated $9.43K and leaving 4,325 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #125.

Retirement Planning Company of New England first reported a position in IAK in Q4 2021 and has held it in 19 quarters since. 90 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Retirement Planning Company of New England held 4,325 shares of iShares US Insurance ETF worth $608K as of Q2 2026.
  • Retirement Planning Company of New England sold 71 iShares US Insurance ETF shares in Q2 2026, an estimated $9.43K.
  • iShares US Insurance ETF made up 0.22% of Retirement Planning Company of New England's portfolio in Q2 2026, its #125 holding.
  • Retirement Planning Company of New England first reported a position in iShares US Insurance ETF in Q4 2021 and has held it in 19 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.