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

Crescent Grove 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
Q1 		$1.24M Sell
28,336
-5,954
-17% -$272K 0.12% 126
2025
Q4 		$1.65M Buy
34,290
+979
+3% +$49.4K 0.15% 95
2025
Q3 		$1.74M Buy
33,311
+1,173
+4% +$60.8K 0.17% 89
2025
Q2 		$1.71M Hold
32,138
– – 0.17% 86
2025
Q1 		$1.51M Hold
32,138
– – 0.16% 87
2024
Q4 		$1.57M Buy
32,138
+1
+0% +$50 0.16% 89
2024
Q3 		$1.57M Buy
32,137
+3
+0% +$141 0.16% 90
2024
Q2 		$1.48M Buy
32,134
+927
+3% +$41.6K 0.16% 87
2024
Q1 		$1.46M Buy
31,207
+1,842
+6% +$86.4K 0.15% 91
2023
Q4 		$1.33M Buy
29,365
+2,009
+7% +$81.5K 0.15% 94
2023
Q3 		$1.05M Sell
27,356
-560
-2% -$21.5K 0.13% 111
2023
Q2 		$1.06M Sell
27,916
-1,862
-6% -$66.5K 0.11% 110
2023
Q1 		$1.08M Hold
29,778
– – 0.13% 99
2022
Q4 		$983K Sell
29,778
-14,186
-32% -$484K 0.1% 117
2022
Q3 		$1.49M Sell
43,964
-32,941
-43% -$1.21M 0.17% 69
2022
Q2 		$2.69M Hold
76,905
– – 0.28% 44
2022
Q1 		$3.28M Buy
76,905
+2,003
+3% +$81.7K 0.32% 43
2021
Q4 		$3.34M Buy
74,902
+6,767
+10% +$307K 0.31% 48
2021
Q3 		$2.96M Buy
68,135
+42,629
+167% +$1.89M 0.31% 46
2021
Q2 		$1.1M Buy
25,506
+2,785
+12% +$114K 0.12% 95
2021
Q1 		$868K Buy
22,721
+7,842
+53% +$318K 0.1% 104
2020
Q4 		$601K Buy
+14,879
New +$520K 0.08% 100

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 $912M AUM 24.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Crescent Grove Advisors's IHAK Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 17% in Q1 2026, selling an estimated $272K and leaving 28,336 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #126.

Crescent Grove Advisors first reported a position in IHAK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.34M in Q4 2021. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Crescent Grove Advisors held 28,336 shares of iShares Cybersecurity and Tech ETF worth $1.24M as of Q1 2026.
  • Crescent Grove Advisors sold 5,954 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $272K.
  • iShares Cybersecurity and Tech ETF made up 0.12% of Crescent Grove Advisors's portfolio in Q1 2026, its #126 holding.
  • Crescent Grove Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • Crescent Grove Advisors's iShares Cybersecurity and Tech ETF position peaked at $3.34M in Q4 2021.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.