Creative Planning
IHAK icon

Creative Planning’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Creative Planning’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 		$647K Sell
14,814
-306
-2% -$14K ﹤0.01% 2820
2025
Q4 		$728K Sell
15,120
-2,681
-15% -$135K ﹤0.01% 2532
2025
Q3 		$932K Sell
17,801
-491
-3% -$25.4K ﹤0.01% 2177
2025
Q2 		$973K Sell
18,292
-379
-2% -$18.9K ﹤0.01% 1868
2025
Q1 		$877K Sell
18,671
-2,537
-12% -$126K ﹤0.01% 1819
2024
Q4 		$1.03M Sell
21,208
-384
-2% -$19.1K ﹤0.01% 1621
2024
Q3 		$1.05M Sell
21,592
-2,024
-9% -$95K ﹤0.01% 1475
2024
Q2 		$1.09M Buy
23,616
+1,155
+5% +$51.8K ﹤0.01% 1349
2024
Q1 		$1.05M Sell
22,461
-185
-0.8% -$8.68K ﹤0.01% 1307
2023
Q4 		$1.03M Buy
22,646
+525
+2% +$21.3K ﹤0.01% 1215
2023
Q3 		$852K Buy
22,121
+13,247
+149% +$509K ﹤0.01% 1249
2023
Q2 		$336K Buy
8,874
+195
+2% +$6.97K ﹤0.01% 1821
2023
Q1 		$315K Buy
8,679
+403
+5% +$13.9K ﹤0.01% 1780
2022
Q4 		$273K Buy
8,276
+42
+0.5% +$1.43K ﹤0.01% 1780
2022
Q3 		$280K Sell
8,234
-60
-0.7% -$2.2K ﹤0.01% 1692
2022
Q2 		$291K Buy
8,294
+264
+3% +$10K ﹤0.01% 1629
2022
Q1 		$343K Sell
8,030
-735
-8% -$30K ﹤0.01% 1540
2021
Q4 		$391K Sell
8,765
-156
-2% -$7.08K ﹤0.01% 1452
2021
Q3 		$388K Buy
8,921
+72
+0.8% +$3.19K ﹤0.01% 1441
2021
Q2 		$382K Sell
8,849
-511
-5% -$20.9K ﹤0.01% 1428
2021
Q1 		$358K Buy
9,360
+246
+3% +$9.97K ﹤0.01% 1675
2020
Q4 		$368K Buy
9,114
+1,645
+22% +$57.5K ﹤0.01% 1495
2020
Q3 		$245K Buy
+7,469
New +$247K ﹤0.01% 1560

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

Creative Planning's IHAK Position: Q1 2026 in Review

Creative Planning reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 2% in Q1 2026, selling an estimated $14K and leaving 14,814 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Creative Planning first reported a position in IHAK in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q2 2024. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Creative Planning held 14,814 shares of iShares Cybersecurity and Tech ETF worth $647K as of Q1 2026.
  • Creative Planning sold 306 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $14K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2820 holding.
  • Creative Planning first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 23 quarters since.
  • Creative Planning's iShares Cybersecurity and Tech ETF position peaked at $1.09M in Q2 2024.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.