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

AE 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
Q2 		$2.8M Buy
46,046
+9,287
+25% +$481K 0.01% 568
2026
Q1 		$1.6M Buy
36,759
+8,638
+31% +$395K 0.01% 710
2025
Q4 		$1.35M Buy
28,121
+8,597
+44% +$434K 0.01% 719
2025
Q3 		$1.02M Buy
19,524
+10,293
+112% +$533K 0.01% 749
2025
Q2 		$491K Buy
9,231
+7,760
+528% +$386K ﹤0.01% 928
2025
Q1 		$69.1K Hold
1,471
– – ﹤0.01% 1530
2024
Q4 		$71.8K Buy
+1,471
New +$73.3K ﹤0.01% 1493
2023
Q2 		– Sell
-21,931
Closed -$797K – 1979
2023
Q1 		$797K Buy
21,931
+1,286
+6% +$44.2K 0.01% 1138
2022
Q4 		$682K Buy
20,645
+1,580
+8% +$53.9K ﹤0.01% 1150
2022
Q3 		$647K Buy
19,065
+1,235
+7% +$45.3K 0.01% 1117
2022
Q2 		$625K Sell
17,830
-348
-2% -$13.2K 0.01% 1084
2022
Q1 		$776K Sell
18,178
-523
-3% -$21.3K 0.01% 1025
2021
Q4 		$834K Buy
18,701
+4,060
+28% +$184K 0.01% 1008
2021
Q3 		$636K Buy
14,641
+13
+0.1% +$576 0.01% 1058
2021
Q2 		$631K Buy
+14,628
New +$598K 0.01% 1045

Other funds holding IHAK

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AE Wealth Management's IHAK Position: Q2 2026 in Review

AE Wealth Management increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 25% in Q2 2026, buying an estimated $481K and bringing the position to 46,046 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #568.

AE Wealth Management first reported a position in IHAK in Q2 2021 and has held it in 15 quarters since. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • AE Wealth Management held 46,046 shares of iShares Cybersecurity and Tech ETF worth $2.8M as of Q2 2026.
  • AE Wealth Management bought 9,287 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $481K.
  • iShares Cybersecurity and Tech ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #568 holding.
  • AE Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 15 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.