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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
Q2 		$1.92M Buy
31,692
+300
+1% +$15.5K 1.02% 22
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
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

Mark Sheptoff Financial Planning's IHAK Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.96% in Q2 2026, buying an estimated $15.5K and bringing the position to 31,692 shares worth $1.92M. The position accounts for 1.02% of the portfolio, ranked #22.

Mark Sheptoff Financial Planning first reported a position in IHAK in Q3 2022 and has held it in 16 quarters since. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Mark Sheptoff Financial Planning held 31,692 shares of iShares Cybersecurity and Tech ETF worth $1.92M as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 300 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $15.5K.
  • iShares Cybersecurity and Tech ETF made up 1.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares Cybersecurity and Tech ETF in Q3 2022 and has held it in 16 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.