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RFG Advisory’s iShares US Insurance ETF IAK Stock Holding History

RFG Advisory’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 		$4.01M Sell
28,550
-6,337
-18% -$841K 0.06% 220
2026
Q1 		$4.48M Buy
34,887
+2,401
+7% +$319K 0.08% 174
2025
Q4 		$4.42M Buy
32,486
+1,721
+6% +$228K 0.08% 174
2025
Q3 		$4.12M Buy
30,765
+4,411
+17% +$577K 0.09% 169
2025
Q2 		$3.54M Buy
26,354
+5,370
+26% +$713K 0.08% 190
2025
Q1 		$2.89M Buy
20,984
+4,487
+27% +$586K 0.08% 184
2024
Q4 		$2.09M Buy
16,497
+14,663
+800% +$1.91M 0.06% 244
2024
Q3 		$237K Buy
+1,834
New +$224K 0.01% 675
2023
Q3 		– Sell
-22,358
Closed -$1.97M – 650
2023
Q2 		$1.97M Sell
22,358
-182
-0.8% -$15.7K 0.09% 169
2023
Q1 		$1.93M Buy
22,540
+1,175
+5% +$107K 0.09% 167
2022
Q4 		$1.97M Buy
+21,365
New +$1.91M 0.1% 156

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
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

RFG Advisory's IAK Position: Q2 2026 in Review

RFG Advisory reduced its iShares US Insurance ETF (IAK) stake by 18% in Q2 2026, selling an estimated $841K and leaving 28,550 shares worth $4.01M. The position accounts for 0.06% of the portfolio, ranked #220.

RFG Advisory first reported a position in IAK in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.48M in Q1 2026. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • RFG Advisory held 28,550 shares of iShares US Insurance ETF worth $4.01M as of Q2 2026.
  • RFG Advisory sold 6,337 iShares US Insurance ETF shares in Q2 2026, an estimated $841K.
  • iShares US Insurance ETF made up 0.06% of RFG Advisory's portfolio in Q2 2026, its #220 holding.
  • RFG Advisory first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 11 quarters since.
  • RFG Advisory's iShares US Insurance ETF position peaked at $4.48M in Q1 2026.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.