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Evergreen Wealth Solutions’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Evergreen Wealth Solutions’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 		$433K Buy
6,329
+1
+0% +$52 0.02% 357
2026
Q1 		$276K Buy
+6,328
New +$289K 0.02% 342

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

Evergreen Wealth Solutions's IHAK Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.02% in Q2 2026, buying an estimated $52 and bringing the position to 6,329 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #357.

Evergreen Wealth Solutions first reported a position in IHAK in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Evergreen Wealth Solutions held 6,329 shares of iShares Cybersecurity and Tech ETF worth $433K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1 iShares Cybersecurity and Tech ETF share in Q2 2026, an estimated $52.
  • iShares Cybersecurity and Tech ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #357 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Cybersecurity and Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.