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
Q3 		$4.33M Buy
64,021
+19,152
+43% +$1.23M 0.01% 541
2026
Q2 		$2.72M Buy
44,869
+6,303
+16% +$326K 0.01% 694
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% 357
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Lido Advisors's IHAK Position: Q3 2026 in Review

Lido Advisors increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 43% in Q3 2026, buying an estimated $1.23M and bringing the position to 64,021 shares worth $4.33M. The position accounts for 0.01% of the portfolio, ranked #541.

Lido Advisors first reported a position in IHAK in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.73M in Q4 2021. 177 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

  • Lido Advisors held 64,021 shares of iShares Cybersecurity and Tech ETF worth $4.33M as of Q3 2026.
  • Lido Advisors bought 19,152 iShares Cybersecurity and Tech ETF shares in Q3 2026, an estimated $1.23M.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #541 holding.
  • Lido Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and has held it in 21 quarters since.
  • Lido Advisors's iShares Cybersecurity and Tech ETF position peaked at $7.73M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.