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Retirement Planning Group (New York)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Retirement Planning Group (New York)’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 		$235K Buy
+3,878
New +$201K 0.13% 99
2025
Q4 		– Sell
-3,921
Closed -$205K – 88
2025
Q3 		$205K Hold
3,921
– – 0.15% 86
2025
Q2 		$209K Buy
+3,921
New +$195K 0.18% 76
2025
Q1 		– Sell
-4,371
Closed -$213K – 72
2024
Q4 		$213K Buy
+4,371
New +$218K 0.23% 62

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

Retirement Planning Group (New York)'s IHAK Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 3,878 shares worth $235K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings. This is a return to the name: Retirement Planning Group (New York) previously reported a position in IHAK as recently as Q3 2025.

Retirement Planning Group (New York) first reported a position in IHAK in Q4 2024 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Retirement Planning Group (New York) held 3,878 shares of iShares Cybersecurity and Tech ETF worth $235K as of Q2 2026.
  • iShares Cybersecurity and Tech ETF was a new Retirement Planning Group (New York) position in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up 0.13% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #99 holding.
  • Retirement Planning Group (New York) first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.