SFMG Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

SFMG Wealth 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	$658K	Sell	4,682 -426	-8%	-$56.5K	0.04%	159
2026 Q1	$655K	Sell	5,108 -201	-4%	-$26.7K	0.04%	153
2025 Q4	$723K	Sell	5,309 -86	-2%	-$11.4K	0.05%	143
2025 Q3	$723K	Buy	5,395 +690	+15%	+$90.3K	0.05%	132
2025 Q2	$633K	Hold	4,705	–	–	0.05%	131
2025 Q1	$648K	Hold	4,705	–	–	0.05%	127
2024 Q4	$595K	Hold	4,705	–	–	0.05%	131
2024 Q3	$607K	Hold	4,705	–	–	0.05%	125
2024 Q2	$531K	Hold	4,705	–	–	0.05%	131
2024 Q1	$552K	Sell	4,705 -40	-0.8%	-$4.36K	0.05%	134
2023 Q4	$475K	Buy	+4,745	New	+$457K	0.04%	144

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 40.91% 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

SFMG Wealth Advisors's IAK Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its iShares US Insurance ETF (IAK) stake by 8.3% in Q2 2026, selling an estimated $56.5K and leaving 4,682 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #159.

SFMG Wealth Advisors first reported a position in IAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

SFMG Wealth Advisors held 4,682 shares of iShares US Insurance ETF worth $658K as of Q2 2026.
SFMG Wealth Advisors sold 426 iShares US Insurance ETF shares in Q2 2026, an estimated $56.5K.
iShares US Insurance ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #159 holding.
SFMG Wealth Advisors first reported a position in iShares US Insurance ETF in Q4 2023 and has held it in 11 quarters since.
SFMG Wealth Advisors's iShares US Insurance ETF position peaked at $723K in Q3 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.