Evermay Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Evermay Wealth Management’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	$18.2K	Hold	300	–	–	﹤0.01%	451
2026 Q1	$13.1K	Hold	300	–	–	﹤0.01%	437
2025 Q4	$14.4K	Hold	300	–	–	﹤0.01%	414
2025 Q3	$15.7K	Hold	300	–	–	﹤0.01%	412
2025 Q2	$16K	Hold	300	–	–	﹤0.01%	406
2025 Q1	$14.1K	Hold	300	–	–	﹤0.01%	412
2024 Q4	$14.6K	Hold	300	–	–	﹤0.01%	402
2024 Q3	$14.6K	Hold	300	–	–	﹤0.01%	424
2024 Q2	$13.8K	Hold	300	–	–	﹤0.01%	427
2024 Q1	$14.1K	Hold	300	–	–	﹤0.01%	441
2023 Q4	$13.6K	Hold	300	–	–	﹤0.01%	421
2023 Q3	$11.6K	Hold	300	–	–	﹤0.01%	413
2023 Q2	$11.3K	Hold	300	–	–	﹤0.01%	414
2023 Q1	$10.9K	Hold	300	–	–	﹤0.01%	411
2022 Q4	$9.91K	Hold	300	–	–	﹤0.01%	414
2022 Q3	$10K	Hold	300	–	–	﹤0.01%	396
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	386
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	393
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	387
2021 Q3	$13K	Hold	300	–	–	﹤0.01%	364
2021 Q2	$13K	Buy	+300	New	+$12.3K	﹤0.01%	389

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

Evermay Wealth Management's IHAK Position: Q2 2026 in Review

Evermay Wealth Management held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 300 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Evermay Wealth Management first reported a position in IHAK in Q2 2021 and has held it in 21 quarters since. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Evermay Wealth Management held 300 shares of iShares Cybersecurity and Tech ETF worth $18.2K as of Q2 2026.
Evermay Wealth Management left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #451 holding.
Evermay Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 21 quarters since.
178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.