SOA Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

SOA Wealth Advisors’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	$7.62K	Hold	125	–	–	﹤0.01%	650
2026 Q1	$5.48K	Hold	125	–	–	﹤0.01%	646
2025 Q4	$6.04K	Hold	125	–	–	﹤0.01%	650
2025 Q3	$6.56K	Hold	125	–	–	﹤0.01%	648
2025 Q2	$6.67K	Hold	125	–	–	﹤0.01%	635
2025 Q1	$5.89K	Hold	125	–	–	﹤0.01%	618
2024 Q4	$6.12K	Hold	125	–	–	﹤0.01%	599
2024 Q3	$6.1K	Hold	125	–	–	﹤0.01%	590
2024 Q2	$5.75K	Hold	125	–	–	﹤0.01%	594
2024 Q1	$5.86K	Hold	125	–	–	﹤0.01%	595
2023 Q4	$5.68K	Hold	125	–	–	﹤0.01%	585
2023 Q3	$4.81K	Sell	125 -29	-19%	-$1.11K	﹤0.01%	621
2023 Q2	$5.83K	Sell	154 -212	-58%	-$7.57K	﹤0.01%	603
2023 Q1	$13.3K	Hold	366	–	–	﹤0.01%	494
2022 Q4	$12.1K	Sell	366 -217	-37%	-$7.41K	﹤0.01%	497
2022 Q3	$19K	Hold	583	–	–	0.01%	400
2022 Q2	$20K	Buy	583 +1	+0.2%	+$38	0.01%	385
2022 Q1	$24K	Buy	582 +122	+27%	+$4.98K	0.01%	432
2021 Q4	$20K	Buy	460 +1	+0.2%	+$45	﹤0.01%	447
2021 Q3	$19K	Buy	+459	New	+$20.3K	﹤0.01%	468

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

SOA Wealth Advisors's IHAK Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 125 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

SOA Wealth Advisors first reported a position in IHAK in Q3 2021 and has held it in 20 quarters since. The position peaked at $24K in Q1 2022. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

SOA Wealth Advisors held 125 shares of iShares Cybersecurity and Tech ETF worth $7.62K as of Q2 2026.
SOA Wealth Advisors left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #650 holding.
SOA Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and has held it in 20 quarters since.
SOA Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $24K in Q1 2022.
178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.