Valmark Advisers
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Valmark Advisers’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Valmark Advisers’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 		$229K Buy
+3,780
New +$196K ﹤0.01% 691
2025
Q3 		– Sell
-3,780
Closed -$201K – 665
2025
Q2 		$201K Buy
+3,780
New +$188K ﹤0.01% 635

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 $5.86B AUM 21.83% 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

Valmark Advisers's IHAK Position: Q2 2026 in Review

Valmark Advisers opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 3,780 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in IHAK as recently as Q2 2025.

Valmark Advisers first reported a position in IHAK in Q2 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Valmark Advisers held 3,780 shares of iShares Cybersecurity and Tech ETF worth $229K as of Q2 2026.
  • iShares Cybersecurity and Tech ETF was a new Valmark Advisers position in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #691 holding.
  • Valmark Advisers first reported a position in iShares Cybersecurity and Tech ETF in Q2 2025 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.