BFC Planning, Inc.’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

BFC Planning, Inc.’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	$16.7K	Sell	276 -521	-65%	-$27K	﹤0.01%	2097
2026 Q1	$34.8K	Sell	797 -4,917	-86%	-$225K	﹤0.01%	1486
2025 Q4	$275K	Sell	5,714 -9,526	-63%	-$481K	0.01%	749
2025 Q3	$798K	Sell	15,240 -740	-5%	-$38.4K	0.06%	280
2025 Q2	$850K	Buy	15,980 +507	+3%	+$25.2K	0.07%	256
2025 Q1	$727K	Sell	15,473 -356	-2%	-$17.7K	0.06%	263
2024 Q4	$773K	Buy	+15,829	New	+$789K	0.06%	248

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 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

Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BFC Planning, Inc.'s IHAK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 65% in Q2 2026, selling an estimated $27K and leaving 276 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

BFC Planning, Inc. first reported a position in IHAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $850K in Q2 2025. 181 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

BFC Planning, Inc. held 276 shares of iShares Cybersecurity and Tech ETF worth $16.7K as of Q2 2026.
BFC Planning, Inc. sold 521 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $27K.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2097 holding.
BFC Planning, Inc. first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Cybersecurity and Tech ETF position peaked at $850K in Q2 2025.
181 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.