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Waldron Private Wealth’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Waldron Private Wealth’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 		$622K Hold
10,245
– – 0.02% 198
2026
Q1 		$447K Hold
10,245
– – 0.02% 227
2025
Q4 		$493K Hold
10,245
– – 0.02% 210
2025
Q3 		$536K Buy
+10,245
New +$531K 0.02% 196

Other funds holding IHAK

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
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

Waldron Private Wealth's IHAK Position: Q2 2026 in Review

Waldron Private Wealth held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2026 at 10,245 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #198.

Waldron Private Wealth first reported a position in IHAK in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Waldron Private Wealth held 10,245 shares of iShares Cybersecurity and Tech ETF worth $622K as of Q2 2026.
  • Waldron Private Wealth left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #198 holding.
  • Waldron Private Wealth first reported a position in iShares Cybersecurity and Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.