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Well Done LLC’s iShares US Insurance ETF IAK Stock Holding History

Well Done LLC’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
-52,458
Closed -$7.14M – 202
2025
Q4 		$7.14M Buy
52,458
+7,181
+16% +$951K 1.07% 23
2025
Q3 		$6.07M Buy
45,277
+3,287
+8% +$430K 1.03% 26
2025
Q2 		$5.65M Buy
41,990
+4,263
+11% +$566K 1.06% 25
2025
Q1 		$4.77M Buy
37,727
+1,437
+4% +$188K 0.87% 27
2024
Q4 		$4.68M Hold
36,290
– – 0.86% 29
2024
Q3 		$4.68M Sell
36,290
-3,691
-9% -$450K 0.86% 29
2024
Q2 		$4.51M Hold
39,981
– – 0.94% 26
2024
Q1 		$4.69M Sell
39,981
-2,093
-5% -$228K 0.92% 26
2023
Q4 		$4.21M Sell
42,074
-3,112
-7% -$300K 0.82% 29
2023
Q3 		$4.14M Sell
45,186
-965
-2% -$87.7K 0.92% 27
2023
Q2 		$4.06M Sell
46,151
-967
-2% -$83.5K 0.86% 28
2023
Q1 		$4.03M Buy
47,118
+1,439
+3% +$131K 0.87% 33
2022
Q4 		$4.18M Buy
45,679
+6,859
+18% +$612K 0.9% 26
2022
Q3 		$3.07M Buy
38,820
+4,979
+15% +$415K 0.75% 32
2022
Q2 		$2.81M Buy
+33,841
New +$2.93M 0.62% 34
2018
Q2 		– Sell
-988
Closed -$64K – 299
2018
Q1 		$64K Buy
+988
New +$65.4K 0.02% 209

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Well Done LLC's IAK Position: Q1 2026 in Review

Well Done LLC sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 52,458 shares — an estimated $7.14M sold.

Well Done LLC first reported a position in IAK in Q1 2018 and held it in 16 quarters. The position peaked at $7.14M in Q4 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Well Done LLC reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Well Done LLC sold 52,458 iShares US Insurance ETF shares in Q1 2026, an estimated $7.14M.
  • Well Done LLC first reported a position in iShares US Insurance ETF in Q1 2018 and held it in 16 quarters.
  • Well Done LLC's iShares US Insurance ETF position peaked at $7.14M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Well Done LLC's 13F filing for Q1 2026, filed 14 Apr 2026.