Jones Financial Companies’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Jones Financial Companies’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 Q1	$3.61M	Buy	84,719 +584	+0.7%	+$26.7K	﹤0.01%	1204
2025 Q4	$4.05M	Buy	84,135 +9,149	+12%	+$462K	﹤0.01%	699
2025 Q3	$3.94M	Buy	74,986 +14,515	+24%	+$752K	﹤0.01%	643
2025 Q2	$3.16M	Buy	60,471 +14,897	+33%	+$742K	﹤0.01%	631
2025 Q1	$2.17M	Buy	45,574 +18,574	+69%	+$924K	﹤0.01%	634
2024 Q4	$1.32M	Buy	27,000 +13,023	+93%	+$649K	﹤0.01%	672
2024 Q3	$678K	Buy	13,977 +8,315	+147%	+$390K	﹤0.01%	719
2024 Q2	$260K	Buy	+5,662	New	+$254K	﹤0.01%	751

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jones Financial Companies's IHAK Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.69% in Q1 2026, buying an estimated $26.7K and bringing the position to 84,719 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Jones Financial Companies first reported a position in IHAK in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.05M in Q4 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

Jones Financial Companies held 84,719 shares of iShares Cybersecurity and Tech ETF worth $3.61M as of Q1 2026.
Jones Financial Companies bought 584 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $26.7K.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1204 holding.
Jones Financial Companies first reported a position in iShares Cybersecurity and Tech ETF in Q2 2024 and has held it in 8 quarters since.
Jones Financial Companies's iShares Cybersecurity and Tech ETF position peaked at $4.05M in Q4 2025.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.