LEE DANNER & BASS INC IAK — iShares US Insurance ETF

Ownership history in LEE DANNER & BASS INC  ·  10 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported iShares US Insurance ETF (IAK) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2025 Q2. The latest visible filing shows IAK at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in iShares US Insurance ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IAK was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAK stock page LEE DANNER & BASS INC fund profile LEE DANNER & BASS INC full holdings
How LEE DANNER & BASS INC held IAK — position size vs. price
% of Fund (quarterly)    IAK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,578 -630 -1.8% 0.28% $4.4M 2026-04-28 $133.31
2025 Q4 REDUCED — — — 35,208 -400 -1.1% 0.34% $4.8M 2026-01-29 $130.38
2025 Q3 REDUCED 7.1% +2.8% ❌ 35,608 -2,730 -7.1% 0.35% $4.8M 2025-10-29 $122.88
2025 Q2 ADDED — — — 38,338 +4,593 +13.6% 0.40% $5.2M 2025-07-31 $124.45
2025 Q1 REDUCED — — — 33,745 -750 -2.2% 0.38% $4.7M 2025-04-29 $128.91
2024 Q4 ADDED — — — 34,495 +355 +1.0% 0.35% $4.4M 2025-02-11 $124.81
2024 Q3 ADDED — — — 34,140 +92 +0.3% 0.31% $4.4M 2024-10-30 $123.65
2024 Q2 REDUCED 16.7% +14.8% ❌ 34,048 -6,811 -16.7% 0.30% $3.8M 2024-07-30 $116.37
2023 Q4 ADDED — — — 40,859 +37,024 +965.4% 0.35% $4.1M 2024-02-01 $100.53
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAK

As of 2026 Q1 — sorted by position size

Legend Financial Advisors, Inc. 3Y 4.59% Fiduciary Planning LLC 3Y 2.41% Genesee Capital Advisors, LLC 3Y 7Y 0.4% Outlook Wealth Advisors, LLC 3Y 7Y 0.36% Odyssey Capital Advisors, Inc. 0.24% SONATA CAPITAL GROUP INC 3Y 7Y 0.15% Nova Wealth Management, Inc. 0.14% RFG Advisory, LLC 3Y 7Y 0.08% Harbor Asset Planning, Inc. 0.08% Bulwark Capital Corp 0.05%

FAQ About LEE DANNER & BASS INC and IAK

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning IAK?

LEE DANNER & BASS INC reported IAK across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IAK position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for IAK was 0.40% in 2025 Q2.

What is the latest reported IAK position on this page?

The most recent filing on this page is 2026 Q1, when LEE DANNER & BASS INC reported 34,578 shares, equal to 0.28% of portfolio, with an estimated market value of $4.4M.

What does the chart on this IAK ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly IAK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEE DANNER & BASS INC time their IAK position?

Based on 13F filing dates vs. subsequent IAK price moves, LEE DANNER & BASS INC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on IAK relative to SPY over the holding period was -5.9%.

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