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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Blue Bell Private Wealth Management's IHAK Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q1 2026 at 1,981 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #354.

Blue Bell Private Wealth Management first reported a position in IHAK in Q2 2020 and has held it in 24 quarters since. The position peaked at $114K in Q2 2022. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,981 shares of iShares Cybersecurity and Tech ETF worth $86.5K as of Q1 2026.
  • Blue Bell Private Wealth Management left its iShares Cybersecurity and Tech ETF share count unchanged in Q1 2026.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2020 and has held it in 24 quarters since.
  • Blue Bell Private Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $114K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.