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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

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LRI Investments's IHAK Position: Q2 2026 in Review

LRI Investments held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 3,900 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #296.

LRI Investments first reported a position in IHAK in Q3 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • LRI Investments held 3,900 shares of iShares Cybersecurity and Tech ETF worth $237K as of Q2 2026.
  • LRI Investments left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #296 holding.
  • LRI Investments first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and has held it in 8 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.