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

Sowell Financial Services’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	$283K	Sell	4,659 -200	-4%	-$10.3K	0.01%	897
2026 Q1	$212K	Buy	4,859 +126	+3%	+$5.76K	0.01%	1019
2025 Q4	$228K	Sell	4,733 -361	-7%	-$18.2K	0.01%	950
2025 Q3	$267K	Buy	5,094 +21	+0.4%	+$1.09K	0.01%	860
2025 Q2	$270K	Sell	5,073 -60	-1%	-$2.99K	0.01%	834
2025 Q1	$241K	Buy	+5,133	New	+$255K	0.01%	857
2021 Q2	–	Sell	-300	Closed	-$12K	–	1553
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	2238
2020 Q4	$12K	Buy	+300	New	+$10.5K	﹤0.01%	1943

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

Sowell Financial Services's IHAK Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 4.1% in Q2 2026, selling an estimated $10.3K and leaving 4,659 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #897.

Sowell Financial Services first reported a position in IHAK in Q4 2020 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

Sowell Financial Services held 4,659 shares of iShares Cybersecurity and Tech ETF worth $283K as of Q2 2026.
Sowell Financial Services sold 200 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $10.3K.
iShares Cybersecurity and Tech ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #897 holding.
Sowell Financial Services first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and has held it in 8 quarters since.
177 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.