Montgomery Financial Services’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Montgomery Financial Services’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	$26K	Buy	+428	New	+$22.1K	0.02%	106

Other funds holding IHAK

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Montgomery Financial Services's IHAK Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 428 shares worth $26K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings.

173 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Montgomery Financial Services held 428 shares of iShares Cybersecurity and Tech ETF worth $26K as of Q2 2026.
iShares Cybersecurity and Tech ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Cybersecurity and Tech ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #106 holding.
173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.