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 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Krilogy Financial's IHAK Position: Q1 2026 in Review

Krilogy Financial reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 9.4% in Q1 2026, selling an estimated $84.8K and leaving 17,864 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #428.

Krilogy Financial first reported a position in IHAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q2 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

Krilogy Financial held 17,864 shares of iShares Cybersecurity and Tech ETF worth $826K as of Q1 2026.
Krilogy Financial sold 1,856 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $84.8K.
iShares Cybersecurity and Tech ETF made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #428 holding.
Krilogy Financial first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 6 quarters since.
Krilogy Financial's iShares Cybersecurity and Tech ETF position peaked at $1.76M in Q2 2025.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.