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 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Krilogy Financial's IHAK Position: Q2 2026 in Review

Krilogy Financial increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.2% in Q2 2026, buying an estimated $20K and bringing the position to 18,250 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #359.

Krilogy Financial first reported a position in IHAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q2 2025. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Krilogy Financial held 18,250 shares of iShares Cybersecurity and Tech ETF worth $1.11M as of Q2 2026.
Krilogy Financial bought 386 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $20K.
iShares Cybersecurity and Tech ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #359 holding.
Krilogy Financial first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 7 quarters since.
Krilogy Financial's iShares Cybersecurity and Tech ETF position peaked at $1.76M in Q2 2025.
178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.