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Stephens Inc’s iShares US Insurance ETF IAK Stock Holding History

Stephens Inc’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 		$471K Buy
3,350
+8
+0.2% +$1.06K 0.01% 897
2026
Q1 		$429K Sell
3,342
-68
-2% -$9.02K 0.01% 905
2025
Q4 		$464K Buy
3,410
+14
+0.4% +$1.85K 0.01% 877
2025
Q3 		$455K Buy
3,396
+11
+0.3% +$1.44K 0.01% 886
2025
Q2 		$455K Buy
3,385
+7
+0.2% +$929 0.01% 868
2025
Q1 		$466K Buy
3,378
+16
+0.5% +$2.09K 0.01% 844
2024
Q4 		$425K Sell
3,362
-388
-10% -$50.6K 0.01% 900
2024
Q3 		$484K Buy
3,750
+11
+0.3% +$1.34K 0.01% 850
2024
Q2 		$422K Buy
3,739
+5
+0.1% +$570 0.01% 868
2024
Q1 		$438K Sell
3,734
-401
-10% -$43.7K 0.01% 869
2023
Q4 		$414K Buy
4,135
+26
+0.6% +$2.5K 0.01% 821
2023
Q3 		$377K Hold
4,109
– – 0.01% 823
2023
Q2 		$361K Buy
4,109
+1,397
+52% +$121K 0.01% 857
2023
Q1 		$232K Buy
2,712
+9
+0.3% +$817 ﹤0.01% 979
2022
Q4 		$247K Buy
2,703
+14
+0.5% +$1.25K 0.01% 926
2022
Q3 		$213K Buy
2,689
+15
+0.6% +$1.25K ﹤0.01% 1014
2022
Q2 		$222K Buy
+2,674
New +$231K ﹤0.01% 1036
2018
Q1 		– Sell
-3,178
Closed -$212K – 701
2017
Q4 		$212K Sell
3,178
-419
-12% -$27.7K 0.01% 638
2017
Q3 		$229K Hold
3,597
– – 0.01% 635
2017
Q2 		$225K Sell
3,597
-579
-14% -$35.3K 0.01% 769
2017
Q1 		$253K Buy
4,176
+54
+1% +$3.27K 0.01% 713
2016
Q4 		$245K Buy
+4,122
New +$232K 0.01% 658

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

Stephens Inc's IAK Position: Q2 2026 in Review

Stephens Inc increased its iShares US Insurance ETF (IAK) stake by 0.24% in Q2 2026, buying an estimated $1.06K and bringing the position to 3,350 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #897.

Stephens Inc first reported a position in IAK in Q4 2016 and has held it in 22 quarters since. The position peaked at $484K in Q3 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Stephens Inc held 3,350 shares of iShares US Insurance ETF worth $471K as of Q2 2026.
  • Stephens Inc bought 8 iShares US Insurance ETF shares in Q2 2026, an estimated $1.06K.
  • iShares US Insurance ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #897 holding.
  • Stephens Inc first reported a position in iShares US Insurance ETF in Q4 2016 and has held it in 22 quarters since.
  • Stephens Inc's iShares US Insurance ETF position peaked at $484K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.