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Tidemark’s iShares US Insurance ETF IAK Stock Holding History

Tidemark’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
-91
Closed -$12.4K – 910
2025
Q4 		$12.4K Hold
91
– – ﹤0.01% 408
2025
Q3 		$12.2K Hold
91
– – ﹤0.01% 431
2025
Q2 		$12.2K Hold
91
– – ﹤0.01% 425
2025
Q1 		$12.5K Hold
91
– – ﹤0.01% 405
2024
Q4 		$11.5K Hold
91
– – ﹤0.01% 424
2024
Q3 		$11.7K Hold
91
– – ﹤0.01% 415
2024
Q2 		$10.3K Hold
91
– – ﹤0.01% 413
2024
Q1 		$10.7K Hold
91
– – 0.01% 433
2023
Q4 		$9.11K Buy
+91
New +$8.76K 0.01% 438

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

Tidemark's IAK Position: Q1 2026 in Review

Tidemark sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 91 shares — an estimated $12.4K sold.

Tidemark first reported a position in IAK in Q4 2023 and held it in 9 quarters. The position peaked at $12.5K in Q1 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Tidemark reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Tidemark sold 91 iShares US Insurance ETF shares in Q1 2026, an estimated $12.4K.
  • Tidemark first reported a position in iShares US Insurance ETF in Q4 2023 and held it in 9 quarters.
  • Tidemark's iShares US Insurance ETF position peaked at $12.5K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.