Y.D. More Investments’s iShares US Insurance ETF IAK Stock Holding History

Y.D. More Investments’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	$88.6K	Hold	630	–	–	﹤0.01%	292
2026 Q1	$80.8K	Hold	630	–	–	﹤0.01%	278
2025 Q4	$85.8K	Hold	630	–	–	﹤0.01%	264
2025 Q3	$84.4K	Hold	630	–	–	﹤0.01%	268
2025 Q2	$84.7K	Hold	630	–	–	0.01%	273
2025 Q1	$86.8K	Hold	630	–	–	0.01%	278
2024 Q4	$79.7K	Hold	630	–	–	0.01%	275
2024 Q3	$81.3K	Hold	630	–	–	0.01%	269
2024 Q2	$71.1K	Hold	630	–	–	0.01%	279
2024 Q1	$74K	Hold	630	–	–	0.01%	218
2023 Q4	$63.1K	Hold	630	–	–	0.01%	225
2023 Q3	$57.7K	Hold	630	–	–	0.01%	227
2023 Q2	$55.4K	Hold	630	–	–	0.01%	208
2023 Q1	$53.9K	Buy	+630	New	+$57.2K	0.01%	207

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Y.D. More Investments's IAK Position: Q2 2026 in Review

Y.D. More Investments held its iShares US Insurance ETF (IAK) position steady in Q2 2026 at 630 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Y.D. More Investments first reported a position in IAK in Q1 2023 and has held it in 14 quarters since. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

Y.D. More Investments held 630 shares of iShares US Insurance ETF worth $88.6K as of Q2 2026.
Y.D. More Investments left its iShares US Insurance ETF share count unchanged in Q2 2026.
iShares US Insurance ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #292 holding.
Y.D. More Investments first reported a position in iShares US Insurance ETF in Q1 2023 and has held it in 14 quarters since.
146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.