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Sound Income Strategies’s iShares US Insurance ETF IAK Stock Holding History

Sound Income Strategies’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 		– Sell
-133
Closed -$17K – 1343
2026
Q1 		$17K Hold
133
– – ﹤0.01% 1260
2025
Q4 		$17.3K Buy
+133
New +$17.6K ﹤0.01% 1211

Other funds holding IAK

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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Sound Income Strategies's IAK Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 133 shares — an estimated $17K sold.

Sound Income Strategies first reported a position in IAK in Q4 2025 and held it in 2 quarters. The position peaked at $17.3K in Q4 2025. 45 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 133 iShares US Insurance ETF shares in Q2 2026, an estimated $17K.
  • Sound Income Strategies first reported a position in iShares US Insurance ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares US Insurance ETF position peaked at $17.3K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.