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
Q2 		– Sell
-1,675
Closed -$215K – 1127
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 $1.89T 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 40.89% 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

Wealthfront Advisers's IAK Position: Q2 2026 in Review

Wealthfront Advisers sold out of iShares US Insurance ETF (IAK) in Q2 2026, closing a stake of 1,675 shares — an estimated $215K sold.

Wealthfront Advisers first reported a position in IAK in Q1 2025 and held it in 5 quarters. The position peaked at $236K in Q2 2025. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Wealthfront Advisers reported no remaining iShares US Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthfront Advisers sold 1,675 iShares US Insurance ETF shares in Q2 2026, an estimated $215K.
  • Wealthfront Advisers first reported a position in iShares US Insurance ETF in Q1 2025 and held it in 5 quarters.
  • Wealthfront Advisers's iShares US Insurance ETF position peaked at $236K in Q2 2025.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.