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 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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Sonata Capital Group's IAK Position: Q2 2026 in Review

Sonata Capital Group reduced its iShares US Insurance ETF (IAK) stake by 4.7% in Q2 2026, selling an estimated $19.9K and leaving 3,050 shares worth $429K. The position accounts for 0.14% of the portfolio, ranked #87.

Sonata Capital Group first reported a position in IAK in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q1 2025. 48 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Sonata Capital Group held 3,050 shares of iShares US Insurance ETF worth $429K as of Q2 2026.
Sonata Capital Group sold 150 iShares US Insurance ETF shares in Q2 2026, an estimated $19.9K.
iShares US Insurance ETF made up 0.14% of Sonata Capital Group's portfolio in Q2 2026, its #87 holding.
Sonata Capital Group first reported a position in iShares US Insurance ETF in Q2 2024 and has held it in 9 quarters since.
Sonata Capital Group's iShares US Insurance ETF position peaked at $551K in Q1 2025.
48 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.