Sowell Financial Services’s iShares US Insurance ETF IAK Stock Holding History

Sowell Financial Services’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	$248K	Hold	1,762	–	–	0.01%	963
2026 Q1	$226K	Hold	1,762	–	–	0.01%	967
2025 Q4	$240K	Hold	1,762	–	–	0.01%	930
2025 Q3	$236K	Hold	1,762	–	–	0.01%	921
2025 Q2	$237K	Sell	1,762 -402	-19%	-$53.4K	0.01%	889
2025 Q1	$298K	Buy	+2,164	New	+$283K	0.01%	769

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

Sowell Financial Services's IAK Position: Q2 2026 in Review

Sowell Financial Services held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 1,762 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #963.

Sowell Financial Services first reported a position in IAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Sowell Financial Services held 1,762 shares of iShares US Insurance ETF worth $248K as of Q2 2026.
Sowell Financial Services left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #963 holding.
Sowell Financial Services first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's iShares US Insurance ETF position peaked at $298K in Q1 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.