O'Shaughnessy Asset Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

O'Shaughnessy Asset 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	$22.6K	Buy	373 +1	+0.3%	+$52	﹤0.01%	2367
2026 Q1	$16.2K	Sell	372 -70	-16%	-$3.2K	﹤0.01%	2367
2025 Q4	$21.3K	Buy	442 +441	+44,100%	+$22.3K	﹤0.01%	2340
2025 Q3	$52	Hold	1	–	–	﹤0.01%	2528
2025 Q2	$53	Hold	1	–	–	﹤0.01%	2346
2025 Q1	$47	Buy	+1	New	+$50	﹤0.01%	2282

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

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

O'Shaughnessy Asset Management's IHAK Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.27% in Q2 2026, buying an estimated $52 and bringing the position to 373 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

O'Shaughnessy Asset Management first reported a position in IHAK in Q1 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

O'Shaughnessy Asset Management held 373 shares of iShares Cybersecurity and Tech ETF worth $22.6K as of Q2 2026.
O'Shaughnessy Asset Management bought 1 iShares Cybersecurity and Tech ETF share in Q2 2026, an estimated $52.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2367 holding.
O'Shaughnessy Asset Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2025 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.