Mark Sheptoff Financial Planning’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Mark Sheptoff Financial Planning’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	$1.56M	Sell	31,392 -750	-2%	-$34.3K	0.82%	25
2025 Q4	$1.55M	Sell	32,142 -99	-0.3%	-$5K	0.74%	24
2025 Q3	$1.69M	Buy	32,241 +4,200	+15%	+$218K	0.81%	24
2025 Q2	$1.49M	Sell	28,041 -350	-1%	-$17.4K	0.8%	26
2025 Q1	$1.33M	Hold	28,391	–	–	0.74%	28
2024 Q4	$1.39M	Sell	28,391 -350	-1%	-$17.5K	0.74%	27
2024 Q3	$1.4M	Buy	28,741 +200	+0.7%	+$9.39K	0.74%	30
2024 Q2	$1.31M	Sell	28,541 -1,851	-6%	-$83K	0.73%	30
2024 Q1	$1.42M	Buy	30,392 +90	+0.3%	+$4.22K	0.79%	29
2023 Q4	$1.38M	Buy	30,302 +1,252	+4%	+$50.8K	0.83%	22
2023 Q3	$1.12M	Buy	29,050 +17,100	+143%	+$657K	0.72%	25
2023 Q2	$452K	Buy	11,950 +700	+6%	+$25K	0.26%	55
2023 Q1	$409K	Hold	11,250	–	–	0.24%	65
2022 Q4	$371K	Buy	11,250 +200	+2%	+$6.82K	0.22%	66
2022 Q3	$375K	Buy	+11,050	New	+$405K	0.23%	62

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's IHAK Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.3% in Q1 2026, selling an estimated $34.3K and leaving 31,392 shares worth $1.56M. The position accounts for 0.82% of the portfolio, ranked #25.

Mark Sheptoff Financial Planning first reported a position in IHAK in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q3 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

Mark Sheptoff Financial Planning held 31,392 shares of iShares Cybersecurity and Tech ETF worth $1.56M as of Q1 2026.
Mark Sheptoff Financial Planning sold 750 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $34.3K.
iShares Cybersecurity and Tech ETF made up 0.82% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #25 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Cybersecurity and Tech ETF in Q3 2022 and has held it in 15 quarters since.
Mark Sheptoff Financial Planning's iShares Cybersecurity and Tech ETF position peaked at $1.69M in Q3 2025.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.