Annex Advisory Services’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Annex Advisory 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	$28.9M	Buy	+476,282	New	+$24.6M	0.49%	57

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Annex Advisory Services's IHAK Position: Q2 2026 in Review

Annex Advisory Services opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 476,282 shares worth $28.9M. The stake represents 0.49% of the portfolio and ranks #57 among its holdings.

177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Annex Advisory Services held 476,282 shares of iShares Cybersecurity and Tech ETF worth $28.9M as of Q2 2026.
iShares Cybersecurity and Tech ETF was a new Annex Advisory Services position in Q2 2026.
iShares Cybersecurity and Tech ETF made up 0.49% of Annex Advisory Services's portfolio in Q2 2026, its #57 holding.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.