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SP Asset Management’s iShares US Insurance ETF IAK Stock Holding History

SP Asset Management’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
Q1 		$2.46M Buy
19,214
+130
+0.7% +$17.2K 0.22% 57
2025
Q4 		$2.6M Sell
19,084
-451
-2% -$59.8K 0.21% 63
2025
Q3 		$2.62M Buy
19,535
+30
+0.2% +$3.93K 0.21% 62
2025
Q2 		$2.62M Buy
19,505
+20
+0.1% +$2.65K 0.22% 62
2025
Q1 		$2.69M Sell
19,485
-629
-3% -$82.2K 0.24% 58
2024
Q4 		$2.54M Buy
20,114
+48
+0.2% +$6.26K 0.21% 63
2024
Q3 		$2.59M Buy
20,066
+32
+0.2% +$3.9K 0.22% 57
2024
Q2 		$2.26M Buy
20,034
+18
+0.1% +$2.05K 0.21% 63
2024
Q1 		$2.35M Buy
20,016
+28
+0.1% +$3.05K 0.22% 60
2023
Q4 		$2M Buy
19,988
+163
+0.8% +$15.7K 0.21% 61
2023
Q3 		$1.82M Sell
19,825
-100
-0.5% -$9.09K 0.2% 63
2023
Q2 		$1.75M Buy
19,925
+47
+0.2% +$4.06K 0.2% 63
2023
Q1 		$1.7M Sell
19,878
-592
-3% -$53.7K 0.21% 63
2022
Q4 		$1.87M Buy
20,470
+103
+0.5% +$9.19K 0.25% 62
2022
Q3 		$1.61M Buy
20,367
+90
+0.4% +$7.5K 0.22% 61
2022
Q2 		$1.68M Buy
20,277
+54
+0.3% +$4.67K 0.21% 64
2022
Q1 		$1.84M Buy
20,223
+61
+0.3% +$5.29K 0.2% 68
2021
Q4 		$1.73M Buy
20,162
+105
+0.5% +$8.65K 0.17% 67
2021
Q3 		$1.67M Buy
20,057
+106
+0.5% +$8.39K 0.17% 66
2021
Q2 		$1.54M Buy
19,951
+63
+0.3% +$4.97K 0.17% 62
2021
Q1 		$1.59M Buy
19,888
+130
+0.7% +$9.24K 0.2% 58
2020
Q4 		$1.36M Buy
19,758
+77
+0.4% +$4.82K 0.19% 59
2020
Q3 		$1.18M Sell
19,681
-165
-0.8% -$9.44K 0.18% 57
2020
Q2 		$388K Buy
19,846
+109
+0.6% +$5.73K 0.08% 66
2020
Q1 		$978K Buy
19,737
+126
+0.6% +$8.26K 0.27% 47
2019
Q4 		$1.4M Sell
19,611
-66
-0.3% -$4.65K 0.32% 44
2019
Q3 		$1.42M Buy
19,677
+60
+0.3% +$4.26K 0.36% 42
2019
Q2 		$1.39M Buy
19,617
+69
+0.4% +$4.7K 0.35% 43
2019
Q1 		$1.24M Buy
19,548
+420
+2% +$26.3K 0.34% 42
2018
Q4 		$1.1M Sell
19,128
-1,448
-7% -$88.9K 0.34% 41
2018
Q3 		$1.35M Sell
20,576
-437
-2% -$28.5K 0.39% 41
2018
Q2 		$1.32M Buy
+21,013
New +$1.35M 0.36% 41

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SP Asset Management's IAK Position: Q1 2026 in Review

SP Asset Management increased its iShares US Insurance ETF (IAK) stake by 0.68% in Q1 2026, buying an estimated $17.2K and bringing the position to 19,214 shares worth $2.46M. The position accounts for 0.22% of the portfolio, ranked #57.

SP Asset Management first reported a position in IAK in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.69M in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • SP Asset Management held 19,214 shares of iShares US Insurance ETF worth $2.46M as of Q1 2026.
  • SP Asset Management bought 130 iShares US Insurance ETF shares in Q1 2026, an estimated $17.2K.
  • iShares US Insurance ETF made up 0.22% of SP Asset Management's portfolio in Q1 2026, its #57 holding.
  • SP Asset Management first reported a position in iShares US Insurance ETF in Q2 2018 and has held it in 32 quarters since.
  • SP Asset Management's iShares US Insurance ETF position peaked at $2.69M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.