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Visionary Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Visionary Wealth Advisors’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 		$553K Buy
12,663
+39
+0.3% +$1.78K 0.02% 378
2025
Q4 		$607K Sell
12,624
-235
-2% -$11.9K 0.03% 347
2025
Q3 		$673K Sell
12,859
-3,039
-19% -$157K 0.03% 335
2025
Q2 		$846K Buy
15,898
+635
+4% +$31.6K 0.04% 296
2025
Q1 		$717K Sell
15,263
-509
-3% -$25.3K 0.04% 295
2024
Q4 		$770K Sell
15,772
-208
-1% -$10.4K 0.05% 294
2024
Q3 		$779K Sell
15,980
-114
-0.7% -$5.35K 0.05% 286
2024
Q2 		$740K Sell
16,094
-175
-1% -$7.85K 0.05% 275
2024
Q1 		$762K Sell
16,269
-1,188
-7% -$55.8K 0.05% 266
2023
Q4 		$793K Sell
17,457
-1,669
-9% -$67.7K 0.06% 255
2023
Q3 		$737K Buy
19,126
+3,018
+19% +$116K 0.06% 243
2023
Q2 		$609K Buy
16,108
+773
+5% +$27.6K 0.05% 264
2023
Q1 		$557K Sell
15,335
-747
-5% -$25.7K 0.05% 265
2022
Q4 		$531K Buy
16,082
+1,061
+7% +$36.2K 0.05% 232
2022
Q3 		$510K Buy
15,021
+685
+5% +$25.1K 0.05% 223
2022
Q2 		$502K Sell
14,336
-2,358
-14% -$89.4K 0.05% 242
2022
Q1 		$713K Buy
16,694
+4,960
+42% +$202K 0.06% 206
2021
Q4 		$523K Buy
11,734
+2,238
+24% +$102K 0.04% 227
2021
Q3 		$413K Buy
9,496
+653
+7% +$28.9K 0.04% 210
2021
Q2 		$382K Buy
8,843
+286
+3% +$11.7K 0.04% 234
2021
Q1 		$327K Buy
8,557
+2,552
+42% +$103K 0.03% 243
2020
Q4 		$242K Buy
+6,005
New +$210K 0.03% 267

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 $819M AUM 32.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Visionary Wealth Advisors's IHAK Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.31% in Q1 2026, buying an estimated $1.78K and bringing the position to 12,663 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #378.

Visionary Wealth Advisors first reported a position in IHAK in Q4 2020 and has held it in 22 quarters since. The position peaked at $846K in Q2 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Visionary Wealth Advisors held 12,663 shares of iShares Cybersecurity and Tech ETF worth $553K as of Q1 2026.
  • Visionary Wealth Advisors bought 39 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $1.78K.
  • iShares Cybersecurity and Tech ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #378 holding.
  • Visionary Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $846K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.