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

Roxbury Financial’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 		$102 Hold
2
– – ﹤0.01% 405
2026
Q1 		$88 Sell
2
-1,894
-100% -$86.5K ﹤0.01% 386
2025
Q4 		$91.2K Buy
1,896
+66
+4% +$3.33K 0.08% 133
2025
Q3 		$95.8K Buy
1,830
+20
+1% +$1.04K 0.09% 128
2025
Q2 		$96.3K Sell
1,810
-98
-5% -$4.88K 0.09% 125
2025
Q1 		$92.9K Buy
1,908
+377
+25% +$18.7K 0.09% 126
2024
Q4 		$77.2K Buy
+1,531
New +$76.3K 0.07% 127

Other funds holding IHAK

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DCU
Dara Capital US Miami, Florida $145M AUM
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Roxbury Financial's IHAK Position: Q2 2026 in Review

Roxbury Financial held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 2 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Roxbury Financial first reported a position in IHAK in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.3K in Q2 2025. 45 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Roxbury Financial held 2 shares of iShares Cybersecurity and Tech ETF worth $102 as of Q2 2026.
  • Roxbury Financial left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #405 holding.
  • Roxbury Financial first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares Cybersecurity and Tech ETF position peaked at $96.3K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.