Truist Financial
IAK icon

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

Truist 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 		– Sell
-1,556
Closed -$212K – 2858
2025
Q4 		$212K Sell
1,556
-177
-10% -$23.5K ﹤0.01% 2577
2025
Q3 		$232K Sell
1,733
-200
-10% -$26.2K ﹤0.01% 2468
2025
Q2 		$260K Buy
+1,933
New +$257K ﹤0.01% 2291
2024
Q3 		– Sell
-4,107
Closed -$464K – 2604
2024
Q2 		$464K Buy
+4,107
New +$469K ﹤0.01% 2014
2023
Q2 		– Sell
-9,088
Closed -$778K – 2612
2023
Q1 		$778K Buy
9,088
+596
+7% +$54.1K ﹤0.01% 1696
2022
Q4 		$776K Buy
8,492
+994
+13% +$88.7K ﹤0.01% 1677
2022
Q3 		$593K Buy
7,498
+524
+8% +$43.7K ﹤0.01% 1738
2022
Q2 		$579K Buy
+6,974
New +$603K ﹤0.01% 1820

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

Truist Financial's IAK Position: Q1 2026 in Review

Truist Financial sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 1,556 shares — an estimated $212K sold.

Truist Financial first reported a position in IAK in Q2 2022 and held it in 8 quarters. The position peaked at $778K in Q1 2023. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Truist Financial reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 1,556 iShares US Insurance ETF shares in Q1 2026, an estimated $212K.
  • Truist Financial first reported a position in iShares US Insurance ETF in Q2 2022 and held it in 8 quarters.
  • Truist Financial's iShares US Insurance ETF position peaked at $778K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.