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
Q2 		$925K Buy
15,229
+415
+3% +$21.5K ﹤0.01% 2707
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 $1.55T AUM 33.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
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
SC
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

Creative Planning's IHAK Position: Q2 2026 in Review

Creative Planning increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.8% in Q2 2026, buying an estimated $21.5K and bringing the position to 15,229 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Creative Planning first reported a position in IHAK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q2 2024. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Creative Planning held 15,229 shares of iShares Cybersecurity and Tech ETF worth $925K as of Q2 2026.
  • Creative Planning bought 415 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $21.5K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2707 holding.
  • Creative Planning first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 24 quarters since.
  • Creative Planning's iShares Cybersecurity and Tech ETF position peaked at $1.09M in Q2 2024.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.