Wealthfront Advisers
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Wealthfront Advisers’s iShares US Insurance ETF IAK Stock Holding History

Wealthfront Advisers’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 		$215K Buy
1,675
+90
+6% +$11.9K ﹤0.01% 1014
2025
Q4 		$216K Sell
1,585
-23
-1% -$3.05K ﹤0.01% 999
2025
Q3 		$216K Sell
1,608
-146
-8% -$19.1K ﹤0.01% 965
2025
Q2 		$236K Buy
1,754
+126
+8% +$16.7K ﹤0.01% 918
2025
Q1 		$224K Buy
+1,628
New +$213K ﹤0.01% 892

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

Wealthfront Advisers's IAK Position: Q1 2026 in Review

Wealthfront Advisers increased its iShares US Insurance ETF (IAK) stake by 5.7% in Q1 2026, buying an estimated $11.9K and bringing the position to 1,675 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Wealthfront Advisers first reported a position in IAK in Q1 2025 and has held it in 5 quarters since. The position peaked at $236K in Q2 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Wealthfront Advisers held 1,675 shares of iShares US Insurance ETF worth $215K as of Q1 2026.
  • Wealthfront Advisers bought 90 iShares US Insurance ETF shares in Q1 2026, an estimated $11.9K.
  • iShares US Insurance ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #1014 holding.
  • Wealthfront Advisers first reported a position in iShares US Insurance ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealthfront Advisers's iShares US Insurance ETF position peaked at $236K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.