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 Q2	$308K	Sell	2,192 -56	-2%	-$7.43K	﹤0.01%	1318
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Summit Financial's IAK Position: Q2 2026 in Review

Summit Financial reduced its iShares US Insurance ETF (IAK) stake by 2.5% in Q2 2026, selling an estimated $7.43K and leaving 2,192 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Summit Financial first reported a position in IAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $730K in Q1 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Summit Financial held 2,192 shares of iShares US Insurance ETF worth $308K as of Q2 2026.
Summit Financial sold 56 iShares US Insurance ETF shares in Q2 2026, an estimated $7.43K.
iShares US Insurance ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1318 holding.
Summit Financial first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial's iShares US Insurance ETF position peaked at $730K in Q1 2025.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

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