Steward Partners Investment Advisory
IHAK icon

Steward Partners Investment Advisory’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Steward Partners Investment Advisory’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 		$893K Sell
14,709
-119
-0.8% -$6.16K ﹤0.01% 1359
2026
Q1 		$647K Sell
14,828
-14,981
-50% -$684K ﹤0.01% 1385
2025
Q4 		$1.43M Sell
29,809
-1,730
-5% -$87.4K 0.01% 911
2025
Q3 		$1.65M Sell
31,539
-114
-0.4% -$5.91K 0.01% 845
2025
Q2 		$1.68M Buy
31,653
+1,108
+4% +$55.2K 0.01% 772
2025
Q1 		$1.44M Buy
30,545
+3,600
+13% +$179K 0.01% 780
2024
Q4 		$1.31M Buy
26,945
+1,533
+6% +$76.4K 0.01% 781
2024
Q3 		$1.24M Buy
25,412
+23
+0.1% +$1.08K 0.01% 781
2024
Q2 		$1.17M Sell
25,389
-77
-0.3% -$3.45K 0.01% 761
2024
Q1 		$1.19M Sell
25,466
-148
-0.6% -$6.94K 0.01% 733
2023
Q4 		$1.16M Sell
25,614
-39,782
-61% -$1.61M 0.02% 675
2023
Q3 		$2.52M Sell
65,396
-20,647
-24% -$794K 0.04% 405
2023
Q2 		$3.25M Buy
86,043
+66,247
+335% +$2.37M 0.05% 353
2023
Q1 		$720K Sell
19,796
-696
-3% -$23.9K 0.01% 785
2022
Q4 		$677K Sell
20,492
-264
-1% -$9.01K 0.01% 794
2022
Q3 		$705K Sell
20,756
-18,374
-47% -$673K 0.01% 745
2022
Q2 		$1.37M Sell
39,130
-12,325
-24% -$467K 0.03% 547
2022
Q1 		$2.2M Buy
+51,455
New +$2.1M 0.03% 449
2021
Q4 		– Sell
-685
Closed -$30K – 3247
2021
Q3 		$30K Hold
685
– – ﹤0.01% 2133
2021
Q2 		$30K Buy
+685
New +$28K ﹤0.01% 4218

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Scotia Capital
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steward Partners Investment Advisory's IHAK Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.8% in Q2 2026, selling an estimated $6.16K and leaving 14,709 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Steward Partners Investment Advisory first reported a position in IHAK in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.25M in Q2 2023. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Steward Partners Investment Advisory held 14,709 shares of iShares Cybersecurity and Tech ETF worth $893K as of Q2 2026.
  • Steward Partners Investment Advisory sold 119 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $6.16K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1359 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's iShares Cybersecurity and Tech ETF position peaked at $3.25M in Q2 2023.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.