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Mascagni Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Mascagni Wealth Management’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 		$209K Buy
+3,441
New +$178K 0.13% 137
2026
Q1 		– Sell
-4,813
Closed -$232K – 137
2025
Q4 		$232K Sell
4,813
-37
-0.8% -$1.87K 0.17% 109
2025
Q3 		$254K Sell
4,850
-107
-2% -$5.54K 0.2% 106
2025
Q2 		$264K Sell
4,957
-659
-12% -$32.8K 0.22% 96
2025
Q1 		$264K Hold
5,616
– – 0.26% 95
2024
Q4 		$264K Buy
+5,616
New +$280K 0.26% 95

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

Mascagni Wealth Management's IHAK Position: Q2 2026 in Review

Mascagni Wealth Management opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 3,441 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #137 among its holdings. This is a return to the name: Mascagni Wealth Management previously reported a position in IHAK as recently as Q4 2025.

Mascagni Wealth Management first reported a position in IHAK in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q1 2025. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Mascagni Wealth Management held 3,441 shares of iShares Cybersecurity and Tech ETF worth $209K as of Q2 2026.
  • iShares Cybersecurity and Tech ETF was a new Mascagni Wealth Management position in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up 0.13% of Mascagni Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Mascagni Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • Mascagni Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $264K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.