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

NewEdge 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 Q1	$41.9K	Sell	961 -497	-34%	-$22.7K	﹤0.01%	2980
2025 Q4	$70.2K	Sell	1,458 -8,217	-85%	-$415K	﹤0.01%	2866
2025 Q3	$506K	Buy	9,675 +370	+4%	+$19.2K	﹤0.01%	1796
2025 Q2	$495K	Buy	9,305 +987	+12%	+$49.1K	﹤0.01%	1699
2025 Q1	$391K	Buy	8,318 +390	+5%	+$19.4K	﹤0.01%	1728
2024 Q4	$387K	Sell	7,928 -6,274	-44%	-$313K	﹤0.01%	1718
2024 Q3	$692K	Sell	14,202 -1,795	-11%	-$84.3K	﹤0.01%	1282
2024 Q2	$735K	Buy	15,997 +2,944	+23%	+$132K	0.01%	1205
2024 Q1	$612K	Buy	13,053 +2,012	+18%	+$94.4K	0.01%	1227
2023 Q4	$502K	Buy	11,041 +2,983	+37%	+$121K	﹤0.01%	1280
2023 Q3	$310K	Buy	8,058 +3,584	+80%	+$138K	﹤0.01%	1412
2023 Q2	$169K	Buy	4,474 +457	+11%	+$16.3K	﹤0.01%	1693
2023 Q1	$146K	Sell	4,017 -4,460	-53%	-$153K	﹤0.01%	1639
2022 Q4	$143K	Buy	+8,477	New	+$289K	﹤0.01%	1301

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NewEdge Advisors's IHAK Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 34% in Q1 2026, selling an estimated $22.7K and leaving 961 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

NewEdge Advisors first reported a position in IHAK in Q4 2022 and has held it in 14 quarters since. The position peaked at $735K in Q2 2024. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

NewEdge Advisors held 961 shares of iShares Cybersecurity and Tech ETF worth $41.9K as of Q1 2026.
NewEdge Advisors sold 497 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $22.7K.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2980 holding.
NewEdge Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares Cybersecurity and Tech ETF position peaked at $735K in Q2 2024.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.