KAS
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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
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

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kestra Advisory Services's IHAK Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 30% in Q2 2026, selling an estimated $152K and leaving 7,014 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Kestra Advisory Services first reported a position in IHAK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q1 2022. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Kestra Advisory Services held 7,014 shares of iShares Cybersecurity and Tech ETF worth $426K as of Q2 2026.
  • Kestra Advisory Services sold 2,942 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $152K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2459 holding.
  • Kestra Advisory Services first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares Cybersecurity and Tech ETF position peaked at $1.54M in Q1 2022.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.