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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
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% -$6.95K 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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 $208B AUM 16.12% 1-Year Est. Return

Steward Partners Investment Advisory's IHAK Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 50% in Q1 2026, selling an estimated $684K and leaving 14,828 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Steward Partners Investment Advisory first reported a position in IHAK in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.25M in Q2 2023. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Steward Partners Investment Advisory held 14,828 shares of iShares Cybersecurity and Tech ETF worth $647K as of Q1 2026.
  • Steward Partners Investment Advisory sold 14,981 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $684K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1385 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's iShares Cybersecurity and Tech ETF position peaked at $3.25M in Q2 2023.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.