AIM
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Anchor Investment Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Anchor Investment 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 		$176K Buy
2,898
+757
+35% +$39.2K 0.01% 404
2026
Q1 		$93.5K Hold
2,141
– – 0.01% 495
2025
Q4 		$103K Buy
2,141
+310
+17% +$15.7K 0.01% 476
2025
Q3 		$95.8K Sell
1,831
-139
-7% -$7.2K 0.01% 495
2025
Q2 		$105K Buy
1,970
+125
+7% +$6.22K 0.01% 465
2025
Q1 		$86.7K Hold
1,845
– – 0.01% 487
2024
Q4 		$90K Buy
1,845
+144
+8% +$7.18K 0.01% 481
2024
Q3 		$82.9K Hold
1,701
– – 0.01% 504
2024
Q2 		$78.2K Buy
1,701
+501
+42% +$22.5K 0.01% 468
2024
Q1 		$56.2K Sell
1,200
-43
-3% -$2.02K 0.01% 513
2023
Q4 		$56.5K Buy
1,243
+680
+121% +$27.6K 0.01% 502
2023
Q3 		$21.7K Sell
563
-158
-22% -$6.07K ﹤0.01% 639
2023
Q2 		$27.3K Sell
721
-2
-0.3% -$71 ﹤0.01% 604
2023
Q1 		$26.3K Sell
723
-850
-54% -$29.2K ﹤0.01% 627
2022
Q4 		$51.9K Sell
1,573
-450
-22% -$15.4K 0.01% 519
2022
Q3 		$68.7K Sell
2,023
-2,270
-53% -$83.2K 0.01% 465
2022
Q2 		$150K Sell
4,293
-2,477
-37% -$93.9K 0.02% 394
2022
Q1 		$289K Sell
6,770
-700
-9% -$28.6K 0.04% 323
2021
Q4 		$333K Buy
7,470
+6,820
+1,049% +$309K 0.04% 312
2021
Q3 		$28.2K Buy
650
+50
+8% +$2.21K ﹤0.01% 591
2021
Q2 		$25.9K Buy
+600
New +$24.5K ﹤0.01% 625

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

Anchor Investment Management's IHAK Position: Q2 2026 in Review

Anchor Investment Management increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 35% in Q2 2026, buying an estimated $39.2K and bringing the position to 2,898 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #404.

Anchor Investment Management first reported a position in IHAK in Q2 2021 and has held it in 21 quarters since. The position peaked at $333K in Q4 2021. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Anchor Investment Management held 2,898 shares of iShares Cybersecurity and Tech ETF worth $176K as of Q2 2026.
  • Anchor Investment Management bought 757 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $39.2K.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #404 holding.
  • Anchor Investment Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 21 quarters since.
  • Anchor Investment Management's iShares Cybersecurity and Tech ETF position peaked at $333K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.