Nelson Capital Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Nelson Capital 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	$5.71M	Buy	93,976 +77	+0.1%	+$3.98K	0.63%	28
2026 Q1	$4.1M	Sell	93,899 -367	-0.4%	-$16.8K	0.5%	32
2025 Q4	$4.54M	Buy	94,266 +1,439	+2%	+$72.7K	0.53%	34
2025 Q3	$4.86M	Buy	92,827 +2,961	+3%	+$153K	0.58%	30
2025 Q2	$4.78M	Buy	89,866 +1,866	+2%	+$92.9K	0.63%	31
2025 Q1	$4.13M	Buy	88,000 +5,684	+7%	+$283K	0.71%	36
2024 Q4	$4.02M	Buy	82,316 +2,670	+3%	+$133K	0.66%	34
2024 Q3	$3.88M	Buy	79,646 +7,815	+11%	+$367K	0.65%	38
2024 Q2	$3.3M	Buy	71,831 +6,642	+10%	+$298K	0.59%	39
2024 Q1	$3.05M	Buy	+65,189	New	+$3.06M	0.58%	43

Other funds holding IHAK

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 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

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

Nelson Capital Management's IHAK Position: Q2 2026 in Review

Nelson Capital Management increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.08% in Q2 2026, buying an estimated $3.98K and bringing the position to 93,976 shares worth $5.71M. The position accounts for 0.63% of the portfolio, ranked #28.

Nelson Capital Management first reported a position in IHAK in Q1 2024 and has held it in 10 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Nelson Capital Management held 93,976 shares of iShares Cybersecurity and Tech ETF worth $5.71M as of Q2 2026.
Nelson Capital Management bought 77 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $3.98K.
iShares Cybersecurity and Tech ETF made up 0.63% of Nelson Capital Management's portfolio in Q2 2026, its #28 holding.
Nelson Capital Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2024 and has held it in 10 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

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