LRI Investments’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

LRI Investments’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	$237K	Hold	3,900	–	–	0.02%	296
2026 Q1	$170K	Hold	3,900	–	–	0.02%	307
2025 Q4	$188K	Hold	3,900	–	–	0.02%	292
2025 Q3	$204K	Hold	3,900	–	–	0.02%	290
2025 Q2	$208K	Hold	3,900	–	–	0.02%	280
2025 Q1	$183K	Hold	3,900	–	–	0.02%	280
2024 Q4	$190K	Hold	3,900	–	–	0.02%	280
2024 Q3	$194K	Buy	+3,900	New	+$183K	0.02%	286

Other funds holding IHAK

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return