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BFSG LLC’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

BFSG LLC’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 		$14.4K Hold
237
– – ﹤0.01% 544
2026
Q1 		$10.4K Hold
237
– – ﹤0.01% 554
2025
Q4 		$11.4K Hold
237
– – ﹤0.01% 532
2025
Q3 		$12.4K Hold
237
– – ﹤0.01% 525
2025
Q2 		$12.6K Hold
237
– – ﹤0.01% 494
2025
Q1 		$11.1K Hold
237
– – ﹤0.01% 493
2024
Q4 		$11.6K Buy
+237
New +$11.8K ﹤0.01% 492

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

BFSG LLC's IHAK Position: Q2 2026 in Review

BFSG LLC held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 237 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

BFSG LLC first reported a position in IHAK in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • BFSG LLC held 237 shares of iShares Cybersecurity and Tech ETF worth $14.4K as of Q2 2026.
  • BFSG LLC left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #544 holding.
  • BFSG LLC first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.