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

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

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. 178 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.
178 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.