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

Provenance Wealth 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 		$20.8K Hold
342
– – ﹤0.01% 295
2026
Q1 		$14.9K Hold
342
– – ﹤0.01% 289
2025
Q4 		$16.5K Hold
342
– – ﹤0.01% 277
2025
Q3 		$17.9K Hold
342
– – ﹤0.01% 300
2025
Q2 		$18.2K Hold
342
– – ﹤0.01% 278
2025
Q1 		$16.1K Buy
+342
New +$17K ﹤0.01% 294

Other funds holding IHAK

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Provenance Wealth Advisors's IHAK Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 342 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Provenance Wealth Advisors first reported a position in IHAK in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Provenance Wealth Advisors held 342 shares of iShares Cybersecurity and Tech ETF worth $20.8K as of Q2 2026.
  • Provenance Wealth Advisors left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Provenance Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.