Gladstone Institutional Advisory’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Gladstone Institutional Advisory’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	$2.68M	Buy	44,196 +4,832	+12%	+$250K	0.08%	237
2026 Q1	$1.72M	Buy	+39,364	New	+$1.8M	0.06%	286
2024 Q1	–	Sell	-6,591	Closed	-$299K	–	672
2023 Q4	$299K	Sell	6,591 -1,396	-17%	-$56.7K	0.02%	521
2023 Q3	$308K	Sell	7,987 -1,107	-12%	-$42.5K	0.02%	486
2023 Q2	$344K	Sell	9,094 -1,102	-11%	-$39.4K	0.02%	488
2023 Q1	$371K	Sell	10,196 -4,734	-32%	-$163K	0.02%	476
2022 Q4	$493K	Sell	14,930 -2,905	-16%	-$99.1K	0.03%	399
2022 Q3	$606K	Sell	17,835 -11,222	-39%	-$411K	0.05%	355
2022 Q2	$1.02M	Sell	29,057 -1,066	-4%	-$40.4K	0.08%	267
2022 Q1	$1.29M	Buy	30,123 +814	+3%	+$33.2K	0.09%	247
2021 Q4	$1.31M	Buy	29,309 +986	+3%	+$44.7K	0.1%	234
2021 Q3	$1.23M	Buy	28,323 +1,834	+7%	+$81.2K	0.12%	204
2021 Q2	$1.14M	Buy	26,489 +6,540	+33%	+$268K	0.14%	176
2021 Q1	$762K	Buy	+19,949	New	+$808K	0.12%	182

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

Gladstone Institutional Advisory's IHAK Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 12% in Q2 2026, buying an estimated $250K and bringing the position to 44,196 shares worth $2.68M. The position accounts for 0.08% of the portfolio, ranked #237.

Gladstone Institutional Advisory first reported a position in IHAK in Q1 2021 and has held it in 14 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Gladstone Institutional Advisory held 44,196 shares of iShares Cybersecurity and Tech ETF worth $2.68M as of Q2 2026.
Gladstone Institutional Advisory bought 4,832 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $250K.
iShares Cybersecurity and Tech ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #237 holding.
Gladstone Institutional Advisory first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 14 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.