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

Aprio 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	$2.88M	Sell	47,456 -5,192	-10%	-$269K	0.14%	115
2026 Q1	$2.3M	Sell	52,648 -733	-1%	-$33.5K	0.13%	112
2025 Q4	$2.57M	Buy	53,381 +1,179	+2%	+$59.5K	0.15%	103
2025 Q3	$2.73M	Sell	52,202 -107	-0.2%	-$5.54K	0.27%	63
2025 Q2	$2.78M	Sell	52,309 -18,256	-26%	-$909K	0.31%	57
2025 Q1	$3.32M	Sell	70,565 -637	-0.9%	-$31.7K	0.42%	43
2024 Q4	$3.47M	Buy	71,202 +27,483	+63%	+$1.37M	0.51%	36
2024 Q3	$2.13M	Buy	+43,719	New	+$2.05M	0.34%	47

Other funds holding IHAK

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 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

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

Aprio Wealth Management reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 9.9% in Q2 2026, selling an estimated $269K and leaving 47,456 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #115.

Aprio Wealth Management first reported a position in IHAK in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.47M in Q4 2024. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Aprio Wealth Management held 47,456 shares of iShares Cybersecurity and Tech ETF worth $2.88M as of Q2 2026.
Aprio Wealth Management sold 5,192 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $269K.
iShares Cybersecurity and Tech ETF made up 0.14% of Aprio Wealth Management's portfolio in Q2 2026, its #115 holding.
Aprio Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $3.47M in Q4 2024.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.