Global Retirement Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Global Retirement Partners’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	$671K	Buy	+11,047	New	+$572K	0.01%	904
2025 Q4	$532K	Buy	11,048 +139	+1%	+$7.02K	0.01%	934
2025 Q3	$571K	Sell	10,909 -3,305	-23%	-$171K	0.01%	726
2025 Q2	$756K	Buy	+14,214	New	+$708K	0.02%	585
2024 Q4	$758K	Buy	15,532 +1,594	+11%	+$79.5K	0.02%	516
2024 Q3	$679K	Buy	13,938 +20	+0.1%	+$939	0.02%	544
2024 Q2	$640K	Sell	13,918 -140	-1%	-$6.28K	0.02%	536
2024 Q1	$659K	Buy	14,058 +12,908	+1,122%	+$606K	0.02%	462
2023 Q4	$52.9K	Buy	+1,150	New	+$46.7K	﹤0.01%	1335
2023 Q2	–	Sell	-403	Closed	-$13.2K	–	3221
2023 Q1	$13.2K	Hold	403	–	–	﹤0.01%	1813
2022 Q4	$13.3K	Hold	403	–	–	﹤0.01%	1655
2022 Q3	$14K	Hold	403	–	–	﹤0.01%	1540
2022 Q2	$14K	Buy	403 +1	+0.2%	+$38	﹤0.01%	1490
2022 Q1	$14K	Buy	+402	New	+$16.4K	﹤0.01%	1494
2021 Q4	–	Sell	-400	Closed	-$17K	–	969
2021 Q3	$17K	Hold	400	–	–	﹤0.01%	1254
2021 Q2	$17K	Buy	+400	New	+$16.4K	﹤0.01%	1230

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

Global Retirement Partners's IHAK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 11,047 shares worth $671K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IHAK as recently as Q4 2025.

Global Retirement Partners first reported a position in IHAK in Q2 2021 and has held it in 16 quarters since. The position peaked at $758K in Q4 2024. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Global Retirement Partners held 11,047 shares of iShares Cybersecurity and Tech ETF worth $671K as of Q2 2026.
iShares Cybersecurity and Tech ETF was a new Global Retirement Partners position in Q2 2026.
iShares Cybersecurity and Tech ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #904 holding.
Global Retirement Partners first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 16 quarters since.
Global Retirement Partners's iShares Cybersecurity and Tech ETF position peaked at $758K in Q4 2024.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.