Wealth Enhancement Advisory Services
IAK icon

Wealth Enhancement Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$390K Sell
2,766
-391
-12% -$56.6K ﹤0.01% 3076
2026
Q2 		$460K Buy
3,157
+5
+0.2% +$664 ﹤0.01% 2762
2026
Q1 		$405K Buy
+3,152
New +$418K ﹤0.01% 2497

Other funds holding IAK

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's IAK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Insurance ETF (IAK) stake by 12% in Q3 2026, selling an estimated $56.6K and leaving 2,766 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

Wealth Enhancement Advisory Services first reported a position in IAK in Q1 2026 and has held it in 3 quarters since. The position peaked at $460K in Q2 2026. 9 funds tracked by Wall St. Rank hold IAK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,766 shares of iShares US Insurance ETF worth $390K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 391 iShares US Insurance ETF shares in Q3 2026, an estimated $56.6K.
  • iShares US Insurance ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3076 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Insurance ETF in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Insurance ETF position peaked at $460K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.