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

LifeSteps 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 		– Sell
-40
Closed -$2.43K – 390
2026
Q2 		$2.43K Buy
+40
New +$2.07K ﹤0.01% 649

Other funds holding IHAK

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeSteps Financial's IHAK Position: Q3 2026 in Review

LifeSteps Financial sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2026, closing a stake of 40 shares — an estimated $2.43K sold.

LifeSteps Financial first reported a position in IHAK in Q2 2026 and held it in 1 quarter. The position peaked at $2.43K in Q2 2026. 20 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

  • LifeSteps Financial reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 40 iShares Cybersecurity and Tech ETF shares in Q3 2026, an estimated $2.43K.
  • LifeSteps Financial first reported a position in iShares Cybersecurity and Tech ETF in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's iShares Cybersecurity and Tech ETF position peaked at $2.43K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.