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

Summit 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
Q1 		$288K Sell
2,248
-67
-3% -$8.89K ﹤0.01% 1209
2025
Q4 		$315K Sell
2,315
-32
-1% -$4.24K ﹤0.01% 1065
2025
Q3 		$315K Sell
2,347
-1,097
-32% -$144K ﹤0.01% 1042
2025
Q2 		$463K Sell
3,444
-1,854
-35% -$246K 0.01% 587
2025
Q1 		$730K Buy
+5,298
New +$692K 0.02% 434

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return