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Steward Partners Investment Advisory’s iShares US Insurance ETF IAK Stock Holding History

Steward Partners Investment Advisory’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 		$197K Sell
1,402
-90
-6% -$11.9K ﹤0.01% 2246
2026
Q1 		$191K Sell
1,492
-16
-1% -$2.12K ﹤0.01% 2042
2025
Q4 		$205K Sell
1,508
-4,269
-74% -$566K ﹤0.01% 1917
2025
Q3 		$774K Buy
5,777
+162
+3% +$21.2K ﹤0.01% 1169
2025
Q2 		$755K Buy
5,615
+1,250
+29% +$166K 0.01% 1113
2025
Q1 		$602K Sell
4,365
-1,502
-26% -$196K 0.01% 1139
2024
Q4 		$742K Sell
5,867
-377
-6% -$49.2K 0.01% 981
2024
Q3 		$806K Buy
6,244
+351
+6% +$42.8K 0.01% 930
2024
Q2 		$665K Buy
5,893
+25
+0.4% +$2.85K 0.01% 944
2024
Q1 		$689K Hold
5,868
– – 0.01% 924
2023
Q4 		$588K Sell
5,868
-206
-3% -$19.8K 0.01% 931
2023
Q3 		$557K Hold
6,074
– – 0.01% 886
2023
Q2 		$534K Sell
6,074
-104
-2% -$8.98K 0.01% 909
2023
Q1 		$529K Buy
6,178
+37
+0.6% +$3.36K 0.01% 898
2022
Q4 		$561K Buy
6,141
+7
+0.1% +$625 0.01% 869
2022
Q3 		$485K Buy
6,134
+2,701
+79% +$225K 0.01% 866
2022
Q2 		$285K Buy
3,433
+1,623
+90% +$140K 0.01% 1057
2022
Q1 		$165K Buy
1,810
+72
+4% +$6.24K ﹤0.01% 1373
2021
Q4 		$145K Hold
1,738
– – ﹤0.01% 1441
2021
Q3 		$136K Hold
1,738
– – ﹤0.01% 1431
2021
Q2 		$135K Hold
1,738
– – ﹤0.01% 1869
2021
Q1 		$129K Hold
1,738
– – ﹤0.01% 1496
2020
Q4 		$117K Hold
1,738
– – ﹤0.01% 1307
2020
Q3 		$97K Buy
+1,738
New +$99.4K ﹤0.01% 1234
2020
Q1 		– Sell
-32
Closed -$2K – 2595
2019
Q4 		$2K Hold
32
– – ﹤0.01% 2428
2019
Q3 		$2K Hold
32
– – ﹤0.01% 2430
2019
Q2 		$2K Buy
+32
New +$2.18K ﹤0.01% 2433

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

Steward Partners Investment Advisory's IAK Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Insurance ETF (IAK) stake by 6% in Q2 2026, selling an estimated $11.9K and leaving 1,402 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Steward Partners Investment Advisory first reported a position in IAK in Q2 2019 and has held it in 27 quarters since. The position peaked at $806K in Q3 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Steward Partners Investment Advisory held 1,402 shares of iShares US Insurance ETF worth $197K as of Q2 2026.
  • Steward Partners Investment Advisory sold 90 iShares US Insurance ETF shares in Q2 2026, an estimated $11.9K.
  • iShares US Insurance ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2246 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Insurance ETF in Q2 2019 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's iShares US Insurance ETF position peaked at $806K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.