Sonata Capital Group’s iShares US Insurance ETF IAK Stock Holding History

Sonata Capital Group’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 Q3	$413K	Hold	3,050	–	–	0.13%	88
2026 Q2	$429K	Sell	3,050 -150	-5%	-$19.9K	0.14%	87
2026 Q1	$411K	Sell	3,200 -100	-3%	-$13.3K	0.15%	82
2025 Q4	$449K	Sell	3,300 -200	-6%	-$26.5K	0.16%	78
2025 Q3	$469K	Sell	3,500 -300	-8%	-$39.3K	0.17%	79
2025 Q2	$511K	Sell	3,800 -200	-5%	-$26.6K	0.2%	72
2025 Q1	$551K	Hold	4,000	–	–	0.24%	66
2024 Q4	$506K	Buy	4,000 +250	+7%	+$32.6K	0.21%	73
2024 Q3	$484K	Buy	3,750 +150	+4%	+$18.3K	0.2%	72
2024 Q2	$407K	Buy	+3,600	New	+$411K	0.21%	60

Other funds holding IAK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Brandywine Financial Group Thompsons Station, Tennessee $118M AUM 18.44% 1-Year Est. Return

SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

Sonata Capital Group's IAK Position: Q3 2026 in Review

Sonata Capital Group held its iShares US Insurance ETF (IAK) position steady in Q3 2026 at 3,050 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #88.

Sonata Capital Group first reported a position in IAK in Q2 2024 and has held it in 10 quarters since. The position peaked at $551K in Q1 2025. 69 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

Sonata Capital Group held 3,050 shares of iShares US Insurance ETF worth $413K as of Q3 2026.
Sonata Capital Group left its iShares US Insurance ETF share count unchanged in Q3 2026.
iShares US Insurance ETF made up 0.13% of Sonata Capital Group's portfolio in Q3 2026, its #88 holding.
Sonata Capital Group first reported a position in iShares US Insurance ETF in Q2 2024 and has held it in 10 quarters since.
Sonata Capital Group's iShares US Insurance ETF position peaked at $551K in Q1 2025.
69 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.