SageView Advisory Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-100	Closed	-$4.81K	–	1444
2025 Q4	$4.81K	Buy	+100	New	+$5.05K	﹤0.01%	1982
2024 Q2	–	Sell	-20,714	Closed	-$944K	–	618
2024 Q1	$944K	Buy	+20,714	New	+$972K	0.05%	206
2023 Q4	–	Sell	-7,501	Closed	-$289K	–	693
2023 Q3	$289K	Buy	7,501 +800	+12%	+$30.7K	0.02%	431
2023 Q2	$253K	Buy	6,701 +925	+16%	+$33K	0.01%	478
2023 Q1	$210K	Buy	+5,776	New	+$199K	0.01%	444

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

SageView Advisory Group's IHAK Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2026, closing a stake of 100 shares — an estimated $4.81K sold.

SageView Advisory Group first reported a position in IHAK in Q1 2023 and held it in 5 quarters. The position peaked at $944K in Q1 2024. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

SageView Advisory Group reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 100 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $4.81K.
SageView Advisory Group first reported a position in iShares Cybersecurity and Tech ETF in Q1 2023 and held it in 5 quarters.
SageView Advisory Group's iShares Cybersecurity and Tech ETF position peaked at $944K in Q1 2024.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.