Naples Global Advisors
IHAK icon

Naples Global Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Naples Global Advisors’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
Q3 		$1.05M Hold
15,505
– – 0.07% 235
2026
Q2 		$941K Sell
15,505
-500
-3% -$25.9K 0.06% 247
2026
Q1 		$699K Sell
16,005
-700
-4% -$32K 0.05% 274
2025
Q4 		$804K Buy
16,705
+1,355
+9% +$68.4K 0.06% 261
2025
Q3 		$803K Sell
15,350
-110
-0.7% -$5.7K 0.06% 263
2025
Q2 		$823K Buy
15,460
+150
+1% +$7.47K 0.07% 248
2025
Q1 		$719K Buy
15,310
+6,325
+70% +$315K 0.07% 252
2024
Q4 		$438K Sell
8,985
-380
-4% -$18.9K 0.04% 310
2024
Q3 		$456K Sell
9,365
-125
-1% -$5.87K 0.04% 304
2024
Q2 		$436K Sell
9,490
-200
-2% -$8.97K 0.04% 299
2024
Q1 		$454K Sell
9,690
-425
-4% -$19.9K 0.05% 299
2023
Q4 		$460K Sell
10,115
-250
-2% -$10.1K 0.05% 289
2023
Q3 		$399K Sell
10,365
-200
-2% -$7.69K 0.05% 302
2023
Q2 		$400K Sell
10,565
-1,750
-14% -$62.5K 0.05% 305
2023
Q1 		$448K Sell
12,315
-166
-1% -$5.7K 0.06% 288
2022
Q4 		$412K Sell
12,481
-110
-0.9% -$3.75K 0.05% 295
2022
Q3 		$428K Sell
12,591
-500
-4% -$18.3K 0.06% 277
2022
Q2 		$459K Sell
13,091
-4,450
-25% -$169K 0.06% 281
2022
Q1 		$749K Buy
17,541
+1,510
+9% +$61.6K 0.09% 238
2021
Q4 		$715K Buy
16,031
+990
+7% +$44.9K 0.08% 240
2021
Q3 		$654K Buy
15,041
+1,216
+9% +$53.9K 0.09% 242
2021
Q2 		$597K Buy
13,825
+700
+5% +$28.6K 0.08% 253
2021
Q1 		$501K Buy
13,125
+2,115
+19% +$85.7K 0.08% 260
2020
Q4 		$444K Buy
+11,010
New +$385K 0.08% 257

Other funds holding IHAK

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Nelson Capital Management
Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Naples Global Advisors's IHAK Position: Q3 2026 in Review

Naples Global Advisors held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q3 2026 at 15,505 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #235.

Naples Global Advisors first reported a position in IHAK in Q4 2020 and has held it in 24 quarters since. 149 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

  • Naples Global Advisors held 15,505 shares of iShares Cybersecurity and Tech ETF worth $1.05M as of Q3 2026.
  • Naples Global Advisors left its iShares Cybersecurity and Tech ETF share count unchanged in Q3 2026.
  • iShares Cybersecurity and Tech ETF made up 0.07% of Naples Global Advisors's portfolio in Q3 2026, its #235 holding.
  • Naples Global Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and has held it in 24 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.