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Stonebridge Financial Planning Group’s iShares US Insurance ETF IAK Stock Holding History

Stonebridge Financial Planning Group’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 		$1.81M Sell
12,899
-1,239
-9% -$164K 0.58% 53
2026
Q1 		$1.81M Sell
14,138
-1,724
-11% -$229K 0.67% 47
2025
Q4 		$2.16M Sell
15,862
-978
-6% -$130K 0.78% 39
2025
Q3 		$2.26M Sell
16,840
-351
-2% -$45.9K 0.85% 34
2025
Q2 		$2.31M Sell
17,191
-98
-0.6% -$13K 0.97% 29
2025
Q1 		$2.38M Buy
17,289
+688
+4% +$89.9K 1.09% 27
2024
Q4 		$2.1M Buy
16,601
+973
+6% +$127K 0.94% 32
2024
Q3 		$2.02M Buy
15,628
+462
+3% +$56.3K 0.96% 31
2024
Q2 		$1.71M Sell
15,166
-443
-3% -$50.5K 0.86% 35
2024
Q1 		$1.83M Sell
15,609
-1,084
-6% -$118K 0.97% 31
2023
Q4 		$1.67M Sell
16,693
-8,805
-35% -$848K 0.96% 29
2023
Q3 		$2.34M Sell
25,498
-3,495
-12% -$318K 1.5% 15
2023
Q2 		$2.55M Sell
28,993
-3,748
-11% -$324K 1.55% 17
2023
Q1 		$2.8M Buy
32,741
+19,836
+154% +$1.8M 1.81% 13
2022
Q4 		$1.18M Buy
12,905
+9,655
+297% +$862K 0.79% 43
2022
Q3 		$257K Buy
+3,250
New +$271K 0.18% 104

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

Stonebridge Financial Planning Group's IAK Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Insurance ETF (IAK) stake by 8.8% in Q2 2026, selling an estimated $164K and leaving 12,899 shares worth $1.81M. The position accounts for 0.58% of the portfolio, ranked #53.

Stonebridge Financial Planning Group first reported a position in IAK in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.8M in Q1 2023. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Stonebridge Financial Planning Group held 12,899 shares of iShares US Insurance ETF worth $1.81M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 1,239 iShares US Insurance ETF shares in Q2 2026, an estimated $164K.
  • iShares US Insurance ETF made up 0.58% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #53 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Insurance ETF in Q3 2022 and has held it in 16 quarters since.
  • Stonebridge Financial Planning Group's iShares US Insurance ETF position peaked at $2.8M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.