Fountainhead AM’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Fountainhead AM’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	$9.18K	Buy	+151	New	+$7.81K	0.01%	195
2025 Q4	–	Sell	-6,182	Closed	-$323K	–	199
2025 Q3	$323K	Sell	6,182 -1,287	-17%	-$66.7K	0.04%	160
2025 Q2	$397K	Sell	7,469 -333	-4%	-$16.6K	0.06%	133
2025 Q1	$367K	Sell	7,802 -572	-7%	-$28.4K	0.06%	118
2024 Q4	$409K	Buy	8,374 +147	+2%	+$7.33K	0.07%	96
2024 Q3	$401K	Buy	8,227 +1,105	+16%	+$51.9K	0.08%	81
2024 Q2	$327K	Buy	+7,122	New	+$319K	0.08%	87

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

Fountainhead AM's IHAK Position: Q2 2026 in Review

Fountainhead AM opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 151 shares worth $9.18K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in IHAK as recently as Q3 2025.

Fountainhead AM first reported a position in IHAK in Q2 2024 and has held it in 7 quarters since. The position peaked at $409K in Q4 2024. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Fountainhead AM held 151 shares of iShares Cybersecurity and Tech ETF worth $9.18K as of Q2 2026.
iShares Cybersecurity and Tech ETF was a new Fountainhead AM position in Q2 2026.
iShares Cybersecurity and Tech ETF made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #195 holding.
Fountainhead AM first reported a position in iShares Cybersecurity and Tech ETF in Q2 2024 and has held it in 7 quarters since.
Fountainhead AM's iShares Cybersecurity and Tech ETF position peaked at $409K in Q4 2024.
179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.