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TFB Advisors’s iShares US Insurance ETF IAK Stock Holding History

TFB Advisors’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
-2,453
Closed -$334K – 242
2025
Q4 		$334K Sell
2,453
-72
-3% -$9.54K 0.09% 229
2025
Q3 		$338K Sell
2,525
-195
-7% -$25.5K 0.1% 221
2025
Q2 		$366K Sell
2,720
-492
-15% -$65.3K 0.1% 228
2025
Q1 		$443K Sell
3,212
-151
-4% -$19.7K 0.13% 187
2024
Q4 		$425K Buy
3,363
+17
+0.5% +$2.22K 0.12% 184
2024
Q3 		$432K Buy
3,346
+348
+12% +$42.4K 0.13% 184
2024
Q2 		$339K Buy
2,998
+2
+0.1% +$228 0.11% 203
2024
Q1 		$338K Sell
2,996
-1
-0% -$109 0.12% 183
2023
Q4 		$300K Buy
+2,997
New +$289K 0.15% 125
2023
Q3 		– Sell
-3,232
Closed -$284K – 149
2023
Q2 		$284K Buy
+3,232
New +$279K 0.12% 185

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TFB Advisors's IAK Position: Q1 2026 in Review

TFB Advisors sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 2,453 shares — an estimated $334K sold.

TFB Advisors first reported a position in IAK in Q2 2023 and held it in 10 quarters. The position peaked at $443K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • TFB Advisors reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 2,453 iShares US Insurance ETF shares in Q1 2026, an estimated $334K.
  • TFB Advisors first reported a position in iShares US Insurance ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares US Insurance ETF position peaked at $443K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.