Lido Advisors
IHAK icon

Lido Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Lido Advisors’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 		$1.68M Buy
38,566
+1,905
+5% +$87K 0.01% 764
2025
Q4 		$1.89M Buy
36,661
+5,906
+19% +$298K 0.01% 738
2025
Q3 		$1.61M Sell
30,755
-2,211
-7% -$115K 0.01% 759
2025
Q2 		$1.75M Sell
32,966
-14,354
-30% -$715K 0.01% 632
2025
Q1 		$2.22M Sell
47,320
-8,752
-16% -$435K 0.01% 517
2024
Q4 		$2.74M Sell
56,072
-7,787
-12% -$388K 0.01% 450
2024
Q3 		$3.11M Sell
63,859
-6,421
-9% -$302K 0.02% 388
2024
Q2 		$3.23M Sell
70,280
-3,436
-5% -$154K 0.02% 356
2024
Q1 		$3.45M Sell
73,716
-23,585
-24% -$1.11M 0.02% 332
2023
Q4 		$4.42M Sell
97,301
-16,684
-15% -$677K 0.03% 283
2023
Q3 		$4.39M Sell
113,985
-16,501
-13% -$634K 0.03% 262
2023
Q2 		$4.94M Buy
130,486
+2,146
+2% +$76.7K 0.04% 227
2023
Q1 		$4.67M Buy
128,340
+889
+0.7% +$30.6K 0.05% 219
2022
Q4 		$4.21M Buy
127,451
+3,586
+3% +$122K 0.05% 188
2022
Q3 		$4.21M Sell
123,865
-40,187
-24% -$1.47M 0.05% 163
2022
Q2 		$5.75M Sell
164,052
-2,881
-2% -$109K 0.08% 123
2022
Q1 		$7.13M Sell
166,933
-6,295
-4% -$257K 0.08% 120
2021
Q4 		$7.73M Buy
173,228
+8,427
+5% +$382K 0.08% 124
2021
Q3 		$7.16M Buy
+164,801
New +$7.3M 0.1% 114

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lido Advisors's IHAK Position: Q1 2026 in Review

Lido Advisors increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 5.2% in Q1 2026, buying an estimated $87K and bringing the position to 38,566 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #764.

Lido Advisors first reported a position in IHAK in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.73M in Q4 2021. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Lido Advisors held 38,566 shares of iShares Cybersecurity and Tech ETF worth $1.68M as of Q1 2026.
  • Lido Advisors bought 1,905 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $87K.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #764 holding.
  • Lido Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and has held it in 19 quarters since.
  • Lido Advisors's iShares Cybersecurity and Tech ETF position peaked at $7.73M in Q4 2021.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.