Richard W. Paul & Associates’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Richard W. Paul & Associates’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	$2.37K	Hold	39	–	–	﹤0.01%	289
2026 Q1	$1.7K	Hold	39	–	–	﹤0.01%	273
2025 Q4	$1.88K	Sell	39 -51	-57%	-$2.58K	﹤0.01%	263
2025 Q3	$4.71K	Sell	90 -92	-51%	-$4.77K	﹤0.01%	247
2025 Q2	$9.68K	Buy	182 +9	+5%	+$448	﹤0.01%	242
2025 Q1	$8.13K	Sell	173 -64	-27%	-$3.18K	﹤0.01%	243
2024 Q4	$11.6K	Sell	237 -38	-14%	-$1.9K	﹤0.01%	297
2024 Q3	$13.4K	Sell	275 -8	-3%	-$376	﹤0.01%	290
2024 Q2	$13K	Sell	283 -121	-30%	-$5.42K	0.01%	289
2024 Q1	$18.9K	Sell	404 -256	-39%	-$12K	0.01%	268
2023 Q4	$30K	Buy	+660	New	+$26.8K	0.01%	229

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

Richard W. Paul & Associates's IHAK Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 39 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Richard W. Paul & Associates first reported a position in IHAK in Q4 2023 and has held it in 11 quarters since. The position peaked at $30K in Q4 2023. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Richard W. Paul & Associates held 39 shares of iShares Cybersecurity and Tech ETF worth $2.37K as of Q2 2026.
Richard W. Paul & Associates left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #289 holding.
Richard W. Paul & Associates first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and has held it in 11 quarters since.
Richard W. Paul & Associates's iShares Cybersecurity and Tech ETF position peaked at $30K in Q4 2023.
178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.