Integrated Wealth Concepts’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Integrated Wealth Concepts’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	$323K	Sell	5,314 -26	-0.5%	-$1.34K	﹤0.01%	1931
2026 Q1	$233K	Buy	+5,340	New	+$244K	﹤0.01%	2011
2025 Q4	–	Sell	-5,685	Closed	-$298K	–	1834
2025 Q3	$298K	Sell	5,685 -400	-7%	-$20.7K	﹤0.01%	1635
2025 Q2	$324K	Hold	6,085	–	–	﹤0.01%	1509
2025 Q1	$286K	Sell	6,085 -14,191	-70%	-$706K	﹤0.01%	1429
2024 Q4	$989K	Sell	20,276 -1,031	-5%	-$51.4K	0.01%	811
2024 Q3	$1.04M	Sell	21,307 -2,815	-12%	-$132K	0.01%	785
2024 Q2	$1.11M	Sell	24,122 -4,341	-15%	-$195K	0.02%	711
2024 Q1	$1.33M	Sell	28,463 -10,161	-26%	-$477K	0.02%	650
2023 Q4	$1.75M	Sell	38,624 -22,075	-36%	-$896K	0.03%	528
2023 Q3	$2.34M	Sell	60,699 -741	-1%	-$28.5K	0.04%	401
2023 Q2	$2.32M	Buy	61,440 +49,637	+421%	+$1.77M	0.04%	406
2023 Q1	$429K	Buy	+11,803	New	+$406K	0.01%	904

Other funds holding IHAK

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

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

Integrated Wealth Concepts's IHAK Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.49% in Q2 2026, selling an estimated $1.34K and leaving 5,314 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Integrated Wealth Concepts first reported a position in IHAK in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.34M in Q3 2023. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Integrated Wealth Concepts held 5,314 shares of iShares Cybersecurity and Tech ETF worth $323K as of Q2 2026.
Integrated Wealth Concepts sold 26 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $1.34K.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1931 holding.
Integrated Wealth Concepts first reported a position in iShares Cybersecurity and Tech ETF in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's iShares Cybersecurity and Tech ETF position peaked at $2.34M in Q3 2023.
179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.