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

Krilogy Financial’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	$1.36M	Buy	19,003 +753	+4%	+$48.2K	0.04%	338
2026 Q2	$1.11M	Buy	18,250 +386	+2%	+$20K	0.03%	359
2026 Q1	$826K	Sell	17,864 -1,856	-9%	-$84.8K	0.03%	428
2025 Q4	$961K	Sell	19,720 -4,523	-19%	-$228K	0.03%	357
2025 Q3	$1.24M	Sell	24,243 -8,926	-27%	-$463K	0.05%	295
2025 Q2	$1.76M	Buy	33,169 +2,316	+8%	+$115K	0.1%	143
2025 Q1	$1.45M	Buy	30,853 +20,517	+199%	+$1.02M	0.09%	150
2024 Q4	$504K	Buy	+10,336	New	+$515K	0.03%	196

Other funds holding IHAK

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Krilogy Financial's IHAK Position: Q3 2026 in Review

Krilogy Financial increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 4.1% in Q3 2026, buying an estimated $48.2K and bringing the position to 19,003 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #338.

Krilogy Financial first reported a position in IHAK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q2 2025. 33 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

Krilogy Financial held 19,003 shares of iShares Cybersecurity and Tech ETF worth $1.36M as of Q3 2026.
Krilogy Financial bought 753 iShares Cybersecurity and Tech ETF shares in Q3 2026, an estimated $48.2K.
iShares Cybersecurity and Tech ETF made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #338 holding.
Krilogy Financial first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 8 quarters since.
Krilogy Financial's iShares Cybersecurity and Tech ETF position peaked at $1.76M in Q2 2025.
33 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.