Forum Private Client Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Forum Private Client Group’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	$250K	Buy	+4,117	New	+$213K	0.07%	79
2026 Q1	–	Sell	-4,505	Closed	-$217K	–	82
2025 Q4	$217K	Buy	4,505 +1	+0%	+$51	0.07%	77
2025 Q3	$236K	Hold	4,504	–	–	0.08%	74
2025 Q2	$240K	Hold	4,504	–	–	0.09%	72
2025 Q1	$212K	Hold	4,504	–	–	0.09%	73
2024 Q4	$220K	Buy	+4,504	New	+$225K	0.1%	72

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

Forum Private Client Group's IHAK Position: Q2 2026 in Review

Forum Private Client Group opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 4,117 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #79 among its holdings. This is a return to the name: Forum Private Client Group previously reported a position in IHAK as recently as Q4 2025.

Forum Private Client Group first reported a position in IHAK in Q4 2024 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Forum Private Client Group held 4,117 shares of iShares Cybersecurity and Tech ETF worth $250K as of Q2 2026.
iShares Cybersecurity and Tech ETF was a new Forum Private Client Group position in Q2 2026.
iShares Cybersecurity and Tech ETF made up 0.07% of Forum Private Client Group's portfolio in Q2 2026, its #79 holding.
Forum Private Client Group first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.