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

Portland Financial 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 Q2	$263K	Sell	4,333 -1,772	-29%	-$91.7K	0.48%	68
2026 Q1	$266K	Hold	6,105	–	–	0.55%	61
2025 Q4	$294K	Hold	6,105	–	–	0.62%	55
2025 Q3	$319K	Hold	6,105	–	–	0.68%	52
2025 Q2	$325K	Buy	6,105 +25	+0.4%	+$1.25K	0.78%	48
2025 Q1	$286K	Sell	6,080 -455	-7%	-$22.6K	0.73%	51
2024 Q4	$319K	Buy	+6,535	New	+$326K	0.86%	45

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

Portland Financial Advisors's IHAK Position: Q2 2026 in Review

Portland Financial Advisors reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 29% in Q2 2026, selling an estimated $91.7K and leaving 4,333 shares worth $263K. The position accounts for 0.48% of the portfolio, ranked #68.

Portland Financial Advisors first reported a position in IHAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q2 2025. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Portland Financial Advisors held 4,333 shares of iShares Cybersecurity and Tech ETF worth $263K as of Q2 2026.
Portland Financial Advisors sold 1,772 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $91.7K.
iShares Cybersecurity and Tech ETF made up 0.48% of Portland Financial Advisors's portfolio in Q2 2026, its #68 holding.
Portland Financial Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's iShares Cybersecurity and Tech ETF position peaked at $325K in Q2 2025.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.