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Rothwell Investment Advisors, LLC’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$14.9K Buy
+221
New +$14.2K 0.01% 689

Other funds holding IHAK

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Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Rainier Family Wealth
Rainier Family Wealth Tacoma, Washington $196M AUM 19.16% 1-Year Est. Return
Kassira Wealth Management
Kassira Wealth Management Knoxville, Tennessee $127M AUM 14.1% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IHAK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q3 2026: 221 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #689 among its holdings.

105 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 221 shares of iShares Cybersecurity and Tech ETF worth $14.9K as of Q3 2026.
  • iShares Cybersecurity and Tech ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #689 holding.
  • 105 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.