Kestra Advisory Services
IHAK icon

Kestra Advisory Services’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Kestra Advisory Services’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
Q3 		$559K Buy
8,263
+1,249
+18% +$80K ﹤0.01% 2400
2026
Q2 		$426K Sell
7,014
-2,942
-30% -$152K ﹤0.01% 2459
2026
Q1 		$435K Buy
9,956
+6,180
+164% +$282K ﹤0.01% 2332
2025
Q4 		$182K Sell
3,776
-3,517
-48% -$178K ﹤0.01% 2974
2025
Q3 		$382K Sell
7,293
-7,203
-50% -$373K ﹤0.01% 2254
2025
Q2 		$771K Buy
14,496
+8,332
+135% +$415K ﹤0.01% 1658
2025
Q1 		$290K Sell
6,164
-10,236
-62% -$509K ﹤0.01% 2192
2024
Q4 		$800K Buy
16,400
+6,944
+73% +$346K ﹤0.01% 1542
2024
Q3 		$461K Sell
9,456
-8,723
-48% -$410K ﹤0.01% 1811
2024
Q2 		$835K Buy
18,179
+7,027
+63% +$315K ﹤0.01% 1435
2024
Q1 		$522K Buy
11,152
+1,268
+13% +$59.5K ﹤0.01% 1637
2023
Q4 		$449K Sell
9,884
-998
-9% -$40.5K ﹤0.01% 1590
2023
Q3 		$419K Buy
10,882
+1,325
+14% +$50.9K ﹤0.01% 1469
2023
Q2 		$361K Sell
9,557
-5,503
-37% -$197K ﹤0.01% 1490
2023
Q1 		$547K Sell
15,060
-4,679
-24% -$161K 0.01% 1231
2022
Q4 		$652K Sell
19,739
-6,741
-25% -$230K 0.01% 1252
2022
Q3 		$899K Sell
26,480
-1,912
-7% -$70.1K 0.01% 1018
2022
Q2 		$995K Sell
28,392
-7,605
-21% -$288K 0.01% 974
2022
Q1 		$1.54M Buy
35,997
+2,328
+7% +$95K 0.02% 773
2021
Q4 		$1.5M Buy
33,669
+4,739
+16% +$215K 0.02% 803
2021
Q3 		$1.26M Buy
28,930
+13,883
+92% +$615K 0.01% 900
2021
Q2 		$649K Buy
15,047
+4,561
+43% +$187K 0.01% 1149
2021
Q1 		$401K Sell
10,486
-478
-4% -$19.4K 0.01% 1297
2020
Q4 		$442K Buy
+10,964
New +$383K 0.01% 1268

Other funds holding IHAK

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Rainier Family Wealth
Rainier Family Wealth Tacoma, Washington $196M AUM 19.16% 1-Year Est. Return
Kassira Wealth Management
Kassira Wealth Management Knoxville, Tennessee $127M AUM 14.1% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Solutions 4 Wealth
Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

Kestra Advisory Services's IHAK Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 18% in Q3 2026, buying an estimated $80K and bringing the position to 8,263 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Kestra Advisory Services first reported a position in IHAK in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q1 2022. 82 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

  • Kestra Advisory Services held 8,263 shares of iShares Cybersecurity and Tech ETF worth $559K as of Q3 2026.
  • Kestra Advisory Services bought 1,249 iShares Cybersecurity and Tech ETF shares in Q3 2026, an estimated $80K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2400 holding.
  • Kestra Advisory Services first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Cybersecurity and Tech ETF position peaked at $1.54M in Q1 2022.
  • 82 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.