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Rothschild Investment LLC’s iShares US Insurance ETF IAK Stock Holding History

Rothschild Investment LLC’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 		$84.5K Buy
+601
New +$79.8K ﹤0.01% 1113

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
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $148M AUM 33.49% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Rothschild Investment LLC's IAK Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in iShares US Insurance ETF (IAK) in Q2 2026: 601 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

74 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Rothschild Investment LLC held 601 shares of iShares US Insurance ETF worth $84.5K as of Q2 2026.
  • iShares US Insurance ETF was a new Rothschild Investment LLC position in Q2 2026.
  • iShares US Insurance ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1113 holding.
  • 74 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.