Mowery & Schoenfeld Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Mowery & Schoenfeld 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	$6.62K	Hold	109	–	–	0.01%	275
2026 Q1	$4.76K	Hold	109	–	–	0.01%	284
2025 Q4	$5.25K	Hold	109	–	–	0.01%	318
2025 Q3	$5.7K	Hold	109	–	–	0.01%	269
2025 Q2	$5.8K	Hold	109	–	–	0.01%	264
2025 Q1	$5.12K	Buy	+109	New	+$5.42K	0.01%	322

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management's IHAK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 109 shares worth $6.62K. The position accounts for 0.01% of the portfolio, ranked #275.

Mowery & Schoenfeld Wealth Management first reported a position in IHAK in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 109 shares of iShares Cybersecurity and Tech ETF worth $6.62K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
iShares Cybersecurity and Tech ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #275 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.