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Spire Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Spire Wealth 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 		$362K Buy
2,574
+184
+8% +$24.4K 0.01% 629
2026
Q1 		$307K Sell
2,390
-235
-9% -$31.2K 0.01% 672
2025
Q4 		$357K Sell
2,625
-92
-3% -$12.2K 0.01% 631
2025
Q3 		$364K Buy
2,717
+387
+17% +$50.6K 0.01% 617
2025
Q2 		$313K Buy
2,330
+254
+12% +$33.7K 0.01% 628
2025
Q1 		$286K Buy
2,076
+341
+20% +$44.6K 0.01% 727
2024
Q4 		$219K Buy
1,735
+248
+17% +$32.4K 0.01% 793
2024
Q3 		$192K Buy
1,487
+4
+0.3% +$488 0.01% 737
2024
Q2 		$167K Sell
1,483
-1,835
-55% -$209K 0.01% 755
2024
Q1 		$389K Buy
3,318
+11
+0.3% +$1.2K 0.01% 585
2023
Q4 		$347K Sell
3,307
-92
-3% -$8.86K 0.01% 605
2023
Q3 		$312K Buy
+3,399
New +$309K 0.01% 584
2022
Q2 		– Sell
-125
Closed -$11K – 2746
2022
Q1 		$11K Buy
+125
New +$10.8K ﹤0.01% 1997

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
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

Spire Wealth Management's IAK Position: Q2 2026 in Review

Spire Wealth Management increased its iShares US Insurance ETF (IAK) stake by 7.7% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,574 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #629.

Spire Wealth Management first reported a position in IAK in Q1 2022 and has held it in 13 quarters since. The position peaked at $389K in Q1 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Spire Wealth Management held 2,574 shares of iShares US Insurance ETF worth $362K as of Q2 2026.
  • Spire Wealth Management bought 184 iShares US Insurance ETF shares in Q2 2026, an estimated $24.4K.
  • iShares US Insurance ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Spire Wealth Management first reported a position in iShares US Insurance ETF in Q1 2022 and has held it in 13 quarters since.
  • Spire Wealth Management's iShares US Insurance ETF position peaked at $389K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.