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Spire Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Spire Wealth Management’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 		$232K Sell
3,820
-9,751
-72% -$505K 0.01% 747
2026
Q1 		$592K Sell
13,571
-22,809
-63% -$1.04M 0.02% 502
2025
Q4 		$1.75M Buy
36,380
+2,814
+8% +$142K 0.06% 280
2025
Q3 		$1.76M Buy
33,566
+1,382
+4% +$71.6K 0.06% 263
2025
Q2 		$1.71M Buy
32,184
+437
+1% +$21.8K 0.06% 263
2025
Q1 		$1.49M Buy
31,747
+1,068
+3% +$53.1K 0.05% 315
2024
Q4 		$1.5M Buy
30,679
+2,609
+9% +$130K 0.05% 301
2024
Q3 		$1.37M Buy
28,070
+1,349
+5% +$63.4K 0.05% 310
2024
Q2 		$1.23M Buy
26,721
+22,793
+580% +$1.02M 0.04% 302
2024
Q1 		$184K Sell
3,928
-17,787
-82% -$835K ﹤0.01% 788
2023
Q4 		$999K Buy
21,715
+1,152
+6% +$46.8K 0.03% 358
2023
Q3 		$792K Buy
20,563
+2,482
+14% +$95.4K 0.03% 383
2023
Q2 		$684K Buy
18,081
+2,254
+14% +$80.5K 0.03% 427
2023
Q1 		$575K Buy
15,827
+14,819
+1,470% +$509K 0.02% 458
2022
Q4 		$33K Hold
1,008
– – ﹤0.01% 1154
2022
Q3 		$34K Sell
1,008
-215
-18% -$7.88K ﹤0.01% 1096
2022
Q2 		$43K Buy
1,223
+216
+21% +$8.19K ﹤0.01% 1355
2022
Q1 		$43K Sell
1,007
-405
-29% -$16.5K ﹤0.01% 1504
2021
Q4 		$63K Sell
1,412
-725
-34% -$32.9K ﹤0.01% 1607
2021
Q3 		$93K Hold
2,137
– – ﹤0.01% 1220
2021
Q2 		$92K Sell
2,137
-1,086
-34% -$44.4K ﹤0.01% 1207
2021
Q1 		$123K Buy
+3,223
New +$131K ﹤0.01% 1302

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

Spire Wealth Management's IHAK Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 72% in Q2 2026, selling an estimated $505K and leaving 3,820 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #747.

Spire Wealth Management first reported a position in IHAK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.76M in Q3 2025. 45 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Spire Wealth Management held 3,820 shares of iShares Cybersecurity and Tech ETF worth $232K as of Q2 2026.
  • Spire Wealth Management sold 9,751 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $505K.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #747 holding.
  • Spire Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $1.76M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.