Activest Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Activest Wealth Management’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	$88.4K	Hold	1,307	–	–	0.02%	194
2026 Q2	$79.3K	Hold	1,307	–	–	0.02%	210
2026 Q1	$57.1K	Hold	1,307	–	–	0.01%	308
2025 Q4	$62.9K	Hold	1,307	–	–	0.01%	288
2025 Q3	$68.4K	Buy	+1,307	New	+$67.7K	0.01%	228
2024 Q2	–	Sell	-18	Closed	-$807	–	540
2024 Q1	$851	Hold	18	–	–	﹤0.01%	335
2023 Q4	$825	Hold	18	–	–	﹤0.01%	292
2023 Q3	$699	Buy	+18	New	+$692	﹤0.01%	306
2023 Q2	–	Sell	-18	Closed	-$642	–	343
2023 Q1	$642	Sell	18 -800	-98%	-$27.5K	﹤0.01%	293
2022 Q4	$27K	Sell	818 -2,225	-73%	-$75.9K	0.01%	231
2022 Q3	$103K	Buy	3,043 +3,025	+16,806%	+$111K	0.03%	127
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	358
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	319
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	310
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	350
2021 Q2	$1K	Buy	+18	New	+$736	﹤0.01%	313

Other funds holding IHAK

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Activest Wealth Management's IHAK Position: Q3 2026 in Review

Activest Wealth Management held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q3 2026 at 1,307 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Activest Wealth Management first reported a position in IHAK in Q2 2021 and has held it in 16 quarters since. The position peaked at $103K in Q3 2022. 148 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

Activest Wealth Management held 1,307 shares of iShares Cybersecurity and Tech ETF worth $88.4K as of Q3 2026.
Activest Wealth Management left its iShares Cybersecurity and Tech ETF share count unchanged in Q3 2026.
iShares Cybersecurity and Tech ETF made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #194 holding.
Activest Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 16 quarters since.
Activest Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $103K in Q3 2022.
148 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.