Capital Advisors Ltd’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Capital Advisors Ltd’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	$480K	Buy	7,905 +181	+2%	+$9.37K	0.05%	185
2026 Q1	$337K	Buy	7,724 +7,700	+32,083%	+$352K	0.04%	228
2025 Q4	$7K	Sell	24 -6,658	-100%	-$336K	﹤0.01%	876
2025 Q3	$350K	Buy	6,682 +4,930	+281%	+$255K	0.04%	212
2025 Q2	$93K	Buy	1,752 +777	+80%	+$38.7K	0.01%	358
2025 Q1	$46K	Buy	+975	New	+$48.5K	0.01%	472

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

Capital Advisors Ltd's IHAK Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.3% in Q2 2026, buying an estimated $9.37K and bringing the position to 7,905 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #185.

Capital Advisors Ltd first reported a position in IHAK in Q1 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Capital Advisors Ltd held 7,905 shares of iShares Cybersecurity and Tech ETF worth $480K as of Q2 2026.
Capital Advisors Ltd bought 181 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $9.37K.
iShares Cybersecurity and Tech ETF made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #185 holding.
Capital Advisors Ltd first reported a position in iShares Cybersecurity and Tech ETF in Q1 2025 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.