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Tepp RIA’s iShares US Insurance ETF IAK Stock Holding History

Tepp RIA’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 		– Sell
-4,596
Closed -$626K – 42
2025
Q4 		$626K Sell
4,596
-1,613
-26% -$214K 0.62% 19
2025
Q3 		$832K Sell
6,209
-9,063
-59% -$1.19M 0.94% 14
2025
Q2 		$2.05M Sell
15,272
-10,419
-41% -$1.38M 2.65% 6
2025
Q1 		$3.54M Buy
25,691
+22,004
+597% +$2.88M 4.81% 6
2024
Q4 		$466K Buy
+3,687
New +$481K 0.69% 15

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tepp RIA's IAK Position: Q1 2026 in Review

Tepp RIA sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 4,596 shares — an estimated $626K sold.

Tepp RIA first reported a position in IAK in Q4 2024 and held it in 5 quarters. The position peaked at $3.54M in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Tepp RIA reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Tepp RIA sold 4,596 iShares US Insurance ETF shares in Q1 2026, an estimated $626K.
  • Tepp RIA first reported a position in iShares US Insurance ETF in Q4 2024 and held it in 5 quarters.
  • Tepp RIA's iShares US Insurance ETF position peaked at $3.54M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.