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
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

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
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's IAK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Insurance ETF (IAK) stake by 0.16% in Q2 2026, buying an estimated $664 and bringing the position to 3,157 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Wealth Enhancement Advisory Services first reported a position in IAK in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,157 shares of iShares US Insurance ETF worth $460K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5 iShares US Insurance ETF shares in Q2 2026, an estimated $664.
  • iShares US Insurance ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2762 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Insurance ETF in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.