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 Q2	$2.69M	Sell	19,114 -100	-0.5%	-$13.3K	0.22%	52
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 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 40.89% 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

SP Asset Management's IAK Position: Q2 2026 in Review

SP Asset Management reduced its iShares US Insurance ETF (IAK) stake by 0.52% in Q2 2026, selling an estimated $13.3K and leaving 19,114 shares worth $2.69M. The position accounts for 0.22% of the portfolio, ranked #52.

SP Asset Management first reported a position in IAK in Q2 2018 and has held it in 33 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

SP Asset Management held 19,114 shares of iShares US Insurance ETF worth $2.69M as of Q2 2026.
SP Asset Management sold 100 iShares US Insurance ETF shares in Q2 2026, an estimated $13.3K.
iShares US Insurance ETF made up 0.22% of SP Asset Management's portfolio in Q2 2026, its #52 holding.
SP Asset Management first reported a position in iShares US Insurance ETF in Q2 2018 and has held it in 33 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.