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

Mascoma 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 		$3.83K Sell
63
-577
-90% -$29.9K ﹤0.01% 400
2026
Q1 		$27.9K Hold
640
– – 0.01% 233
2025
Q4 		$30.8K Sell
640
-78
-11% -$3.94K 0.01% 223
2025
Q3 		$37.6K Sell
718
-112
-13% -$5.8K 0.01% 216
2025
Q2 		$44.2K Hold
830
– – 0.01% 201
2025
Q1 		$39K Hold
830
– – 0.01% 204
2024
Q4 		$40.5K Hold
830
– – 0.01% 214
2024
Q3 		$40.5K Hold
830
– – 0.01% 210
2024
Q2 		$38.1K Hold
830
– – 0.01% 215
2024
Q1 		$38.9K Hold
830
– – 0.01% 202
2023
Q4 		$37.7K Sell
830
-855
-51% -$34.7K 0.01% 212
2023
Q3 		$64.9K Hold
1,685
– – 0.02% 159
2023
Q2 		$62.9K Buy
1,685
+242
+17% +$8.65K 0.02% 172
2023
Q1 		$48.5K Sell
1,443
-1,190
-45% -$40.9K 0.01% 237
2022
Q4 		$86.9K Sell
2,633
-356
-12% -$12.1K 0.03% 175
2022
Q3 		$102K Hold
2,989
– – 0.04% 163
2022
Q2 		$105K Hold
2,989
– – 0.04% 166
2022
Q1 		$128K Buy
2,989
+186
+7% +$7.59K 0.04% 157
2021
Q4 		$125K Buy
2,803
+170
+6% +$7.71K 0.04% 145
2021
Q3 		$114K Buy
+2,633
New +$117K 0.04% 142
2021
Q2 		– Sell
-1,626
Closed -$62K – 271
2021
Q1 		$62K Buy
+1,626
New +$65.9K 0.03% 188

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

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

Mascoma Wealth Management reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 90% in Q2 2026, selling an estimated $29.9K and leaving 63 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Mascoma Wealth Management first reported a position in IHAK in Q1 2021 and has held it in 21 quarters since. The position peaked at $128K in Q1 2022. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Mascoma Wealth Management held 63 shares of iShares Cybersecurity and Tech ETF worth $3.83K as of Q2 2026.
  • Mascoma Wealth Management sold 577 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $29.9K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Mascoma Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 21 quarters since.
  • Mascoma Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $128K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.