Stifel Financial
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Stifel Financial’s iShares US Insurance ETF IAK Stock Holding History

Stifel Financial’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 		$3.78M Sell
26,890
-5,324
-17% -$707K ﹤0.01% 1592
2026
Q1 		$4.13M Sell
32,214
-14,452
-31% -$1.92M ﹤0.01% 1466
2025
Q4 		$6.35M Sell
46,666
-102,165
-69% -$13.5M 0.01% 1195
2025
Q3 		$19.9M Buy
148,831
+5,817
+4% +$761K 0.02% 624
2025
Q2 		$19.2M Buy
143,014
+20,266
+17% +$2.69M 0.02% 610
2025
Q1 		$16.9M Sell
122,748
-22,986
-16% -$3M 0.02% 629
2024
Q4 		$18.4M Buy
145,734
+17,208
+13% +$2.25M 0.02% 599
2024
Q3 		$16.6M Sell
128,526
-10,203
-7% -$1.24M 0.02% 659
2024
Q2 		$15.7M Buy
138,729
+13,895
+11% +$1.59M 0.02% 628
2024
Q1 		$14.7M Sell
124,834
-9,308
-7% -$1.01M 0.02% 659
2023
Q4 		$13.4M Buy
134,142
+13,240
+11% +$1.27M 0.02% 660
2023
Q3 		$11.1M Buy
120,902
+3,170
+3% +$288K 0.02% 675
2023
Q2 		$10.3M Buy
117,732
+286
+0.2% +$24.7K 0.01% 698
2023
Q1 		$10.1M Buy
117,446
+4,521
+4% +$410K 0.01% 688
2022
Q4 		$10.3M Buy
112,925
+628
+0.6% +$56K 0.02% 646
2022
Q3 		$8.88M Buy
112,297
+3,874
+4% +$323K 0.01% 679
2022
Q2 		$9M Buy
108,423
+104,039
+2,373% +$9M 0.01% 698
2022
Q1 		$401K Buy
+4,384
New +$380K ﹤0.01% 2699
2018
Q1 		– Sell
-18,000
Closed -$1.2M – 2737
2017
Q4 		$1.2M Buy
18,000
+95
+0.5% +$6.27K ﹤0.01% 1413
2017
Q3 		$1.14M Buy
17,905
+685
+4% +$43.3K ﹤0.01% 1427
2017
Q2 		$1.08M Buy
17,220
+234
+1% +$14.3K ﹤0.01% 1440
2017
Q1 		$1.03M Sell
16,986
-465
-3% -$28.1K ﹤0.01% 1440
2016
Q4 		$1.03M Buy
+17,451
New +$981K ﹤0.01% 1374
2015
Q1 		– Sell
-5,956
Closed -$298K – 2351
2014
Q4 		$298K Buy
5,956
+1,385
+30% +$67K ﹤0.01% 1888
2014
Q3 		$215K Sell
4,571
-4,688
-51% -$223K ﹤0.01% 1980
2014
Q2 		$443K Buy
9,259
+268
+3% +$12.5K ﹤0.01% 1565
2014
Q1 		$413K Buy
+8,991
New +$407K ﹤0.01% 1528

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

Stifel Financial's IAK Position: Q2 2026 in Review

Stifel Financial reduced its iShares US Insurance ETF (IAK) stake by 17% in Q2 2026, selling an estimated $707K and leaving 26,890 shares worth $3.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Stifel Financial first reported a position in IAK in Q1 2014 and has held it in 27 quarters since. The position peaked at $19.9M in Q3 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Stifel Financial held 26,890 shares of iShares US Insurance ETF worth $3.78M as of Q2 2026.
  • Stifel Financial sold 5,324 iShares US Insurance ETF shares in Q2 2026, an estimated $707K.
  • iShares US Insurance ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1592 holding.
  • Stifel Financial first reported a position in iShares US Insurance ETF in Q1 2014 and has held it in 27 quarters since.
  • Stifel Financial's iShares US Insurance ETF position peaked at $19.9M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.