WT Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

WT Wealth Management’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	-4,210	Closed	-$573K	–	143
2025 Q4	$573K	Buy	4,210 +232	+6%	+$30.7K	0.16%	88
2025 Q3	$533K	Sell	3,978 -180	-4%	-$23.6K	0.15%	89
2025 Q2	$559K	Sell	4,158 -287	-6%	-$38.1K	0.17%	90
2025 Q1	$613K	Sell	4,445 -21,865	-83%	-$2.86M	0.2%	78
2024 Q4	$3.33M	Buy	26,310 +309	+1%	+$40.3K	1.04%	28
2024 Q3	$3.47M	Buy	26,001 +4,671	+22%	+$569K	1.11%	28
2024 Q2	$2.41M	Buy	+21,330	New	+$2.43M	0.82%	38
2023 Q3	–	Sell	-32,892	Closed	-$2.89M	–	109
2023 Q2	$2.89M	Buy	32,892 +1,258	+4%	+$109K	1.2%	21
2023 Q1	$2.71M	Sell	31,634 -10,194	-24%	-$925K	1.17%	24
2022 Q4	$3.82M	Buy	+41,828	New	+$3.73M	1.86%	15

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WT Wealth Management's IAK Position: Q1 2026 in Review

WT Wealth Management sold out of iShares US Insurance ETF (IAK) in Q1 2026, closing a stake of 4,210 shares — an estimated $573K sold.

WT Wealth Management first reported a position in IAK in Q4 2022 and held it in 10 quarters. The position peaked at $3.82M in Q4 2022. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

WT Wealth Management reported no remaining iShares US Insurance ETF position as of Q1 2026 after selling out during the quarter.
WT Wealth Management sold 4,210 iShares US Insurance ETF shares in Q1 2026, an estimated $573K.
WT Wealth Management first reported a position in iShares US Insurance ETF in Q4 2022 and held it in 10 quarters.
WT Wealth Management's iShares US Insurance ETF position peaked at $3.82M in Q4 2022.
131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.