AssetMark Inc’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

AssetMark Inc’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 Q1	–	Sell	-17	Closed	-$818	–	3516
2025 Q4	$818	Sell	17 -11	-39%	-$556	﹤0.01%	2991
2025 Q3	$1.47K	Sell	28 -11	-28%	-$570	﹤0.01%	2697
2025 Q2	$2.08K	Sell	39 -16	-29%	-$796	﹤0.01%	2420
2025 Q1	$2.58K	Buy	+55	New	+$2.73K	﹤0.01%	2131

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

AssetMark Inc's IHAK Position: Q1 2026 in Review

AssetMark Inc sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2026, closing a stake of 17 shares — an estimated $818 sold.

AssetMark Inc first reported a position in IHAK in Q1 2025 and held it in 4 quarters. The position peaked at $2.58K in Q1 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

AssetMark Inc reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 17 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $818.
AssetMark Inc first reported a position in iShares Cybersecurity and Tech ETF in Q1 2025 and held it in 4 quarters.
AssetMark Inc's iShares Cybersecurity and Tech ETF position peaked at $2.58K in Q1 2025.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.