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

Clearstead Advisors’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	$108K	Buy	1,785 +1	+0.1%	+$52	﹤0.01%	1271
2026 Q1	$77.9K	Buy	1,784 +647	+57%	+$29.6K	﹤0.01%	1200
2025 Q4	$54.7K	Hold	1,137	–	–	﹤0.01%	1370
2025 Q3	$59.5K	Hold	1,137	–	–	﹤0.01%	1222
2025 Q2	$60.5K	Hold	1,137	–	–	﹤0.01%	1229
2025 Q1	$53.4K	Sell	1,137 -300	-21%	-$14.9K	﹤0.01%	1158
2024 Q4	$70.1K	Buy	1,437 +1	+0.1%	+$50	﹤0.01%	1095
2024 Q3	$70K	Hold	1,436	–	–	﹤0.01%	1125
2024 Q2	$66K	Hold	1,436	–	–	﹤0.01%	1098
2024 Q1	$64.3K	Hold	1,436	–	–	﹤0.01%	708
2023 Q4	$65.2K	Hold	1,436	–	–	﹤0.01%	681
2023 Q3	$55.3K	Hold	1,436	–	–	﹤0.01%	679
2023 Q2	$54.3K	Hold	1,436	–	–	﹤0.01%	718
2023 Q1	$52.2K	Hold	1,436	–	–	﹤0.01%	659
2022 Q4	$47.4K	Buy	1,436 +1	+0.1%	+$34	﹤0.01%	630
2022 Q3	$49K	Buy	1,435 +1,098	+326%	+$40.2K	﹤0.01%	609
2022 Q2	$12K	Hold	337	–	–	﹤0.01%	897
2022 Q1	$14K	Hold	337	–	–	﹤0.01%	929
2021 Q4	$15K	Buy	337 +2	+0.6%	+$91	﹤0.01%	877
2021 Q3	$15K	Hold	335	–	–	﹤0.01%	882
2021 Q2	$14K	Buy	+335	New	+$13.7K	﹤0.01%	760

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

Clearstead Advisors's IHAK Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.06% in Q2 2026, buying an estimated $52 and bringing the position to 1,785 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Clearstead Advisors first reported a position in IHAK in Q2 2021 and has held it in 21 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Clearstead Advisors held 1,785 shares of iShares Cybersecurity and Tech ETF worth $108K as of Q2 2026.
Clearstead Advisors bought 1 iShares Cybersecurity and Tech ETF share in Q2 2026, an estimated $52.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1271 holding.
Clearstead Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 21 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.