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Blue Bell Private Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Blue Bell Private 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 		$116K Sell
1,913
-68
-3% -$3.52K 0.01% 337
2026
Q1 		$86.5K Hold
1,981
– – 0.01% 354
2025
Q4 		$95.3K Buy
1,981
+20
+1% +$1.01K 0.01% 335
2025
Q3 		$103K Sell
1,961
-9
-0.5% -$466 0.02% 318
2025
Q2 		$105K Sell
1,970
-11
-0.6% -$548 0.02% 305
2025
Q1 		$93.1K Hold
1,981
– – 0.02% 298
2024
Q4 		$96.7K Sell
1,981
-40
-2% -$1.99K 0.02% 279
2024
Q3 		$98.5K Hold
2,021
– – 0.02% 280
2024
Q2 		$92.9K Sell
2,021
-66
-3% -$2.96K 0.02% 278
2024
Q1 		$97.8K Hold
2,087
– – 0.02% 262
2023
Q4 		$94.8K Sell
2,087
-8
-0.4% -$325 0.02% 245
2023
Q3 		$80.7K Hold
2,095
– – 0.02% 216
2023
Q2 		$79.2K Buy
2,095
+47
+2% +$1.68K 0.02% 214
2023
Q1 		$74.5K Sell
2,048
-397
-16% -$13.6K 0.02% 204
2022
Q4 		$80.7K Sell
2,445
-306
-11% -$10.4K 0.03% 183
2022
Q3 		$93K Sell
2,751
-514
-16% -$18.8K 0.03% 164
2022
Q2 		$114K Buy
3,265
+1,531
+88% +$58K 0.04% 146
2022
Q1 		$74K Buy
1,734
+1,199
+224% +$48.9K 0.02% 187
2021
Q4 		$24K Buy
535
+37
+7% +$1.68K 0.01% 279
2021
Q3 		$22K Sell
498
-10
-2% -$443 0.01% 129
2021
Q2 		$22K Buy
508
+45
+10% +$1.84K 0.01% 136
2021
Q1 		$18K Buy
463
+180
+64% +$7.29K 0.01% 131
2020
Q4 		$10K Hold
283
– – ﹤0.01% 137
2020
Q3 		$9K Buy
283
+139
+97% +$4.59K ﹤0.01% 141
2020
Q2 		$0 Buy
+144
New +$4.16K ﹤0.01% 190

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Annex Advisory Services
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
Scotia Capital
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

Blue Bell Private Wealth Management's IHAK Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 3.4% in Q2 2026, selling an estimated $3.52K and leaving 1,913 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #337.

Blue Bell Private Wealth Management first reported a position in IHAK in Q2 2020 and has held it in 25 quarters since. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,913 shares of iShares Cybersecurity and Tech ETF worth $116K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 68 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $3.52K.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2020 and has held it in 25 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.