1 North Wealth Services’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

1 North Wealth Services’s Portfolio IHAK Stock Details IHAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Buy	48,935 +4,757	+11%	+$246K	0.97%	32
2026 Q1	$1.93M	Buy	44,178 +646	+1%	+$29.5K	0.7%	34
2025 Q4	$2.09M	Buy	43,532 +1,891	+5%	+$95.5K	0.74%	36
2025 Q3	$2.18M	Sell	41,641 -530	-1%	-$27.5K	0.89%	31
2025 Q2	$2.24M	Buy	42,171 +68	+0.2%	+$3.38K	0.89%	33
2025 Q1	$1.98M	Sell	42,103 -4,707	-10%	-$234K	0.92%	28
2024 Q4	$2.28M	Buy	+46,810	New	+$2.33M	0.97%	30
2019 Q4	$21K	Buy	+769	New	+$20.2K	0.01%	149

Other funds holding IHAK

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

1 North Wealth Services's IHAK Position: Q2 2026 in Review

1 North Wealth Services increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 11% in Q2 2026, buying an estimated $246K and bringing the position to 48,935 shares worth $2.97M. The position accounts for 0.97% of the portfolio, ranked #32.

1 North Wealth Services first reported a position in IHAK in Q4 2019 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

1 North Wealth Services held 48,935 shares of iShares Cybersecurity and Tech ETF worth $2.97M as of Q2 2026.
1 North Wealth Services bought 4,757 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $246K.
iShares Cybersecurity and Tech ETF made up 0.97% of 1 North Wealth Services's portfolio in Q2 2026, its #32 holding.
1 North Wealth Services first reported a position in iShares Cybersecurity and Tech ETF in Q4 2019 and has held it in 8 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.