WF
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Warner Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Warner Financial’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 		$598K Buy
9,850
+4,595
+87% +$238K 0.18% 82
2026
Q1 		$229K Buy
5,255
+604
+13% +$27.6K 0.08% 131
2025
Q4 		$224K Sell
4,651
-2,096
-31% -$106K 0.08% 129
2025
Q3 		$353K Hold
6,747
– – 0.13% 96
2025
Q2 		$359K Sell
6,747
-1,618
-19% -$80.5K 0.15% 87
2025
Q1 		$393K Sell
8,365
-326
-4% -$16.2K 0.17% 83
2024
Q4 		$424K Buy
8,691
+95
+1% +$4.74K 0.18% 80
2024
Q3 		$419K Buy
8,596
+551
+7% +$25.9K 0.19% 86
2024
Q2 		$370K Sell
8,045
-733
-8% -$32.9K 0.18% 87
2024
Q1 		$411K Buy
8,778
+3,631
+71% +$170K 0.21% 80
2023
Q4 		$234K Buy
+5,147
New +$209K 0.13% 96
2022
Q2 		– Sell
-5,675
Closed -$242K – 80
2022
Q1 		$242K Buy
+5,675
New +$232K 0.2% 72

Other funds holding IHAK

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Warner Financial's IHAK Position: Q2 2026 in Review

Warner Financial increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 87% in Q2 2026, buying an estimated $238K and bringing the position to 9,850 shares worth $598K. The position accounts for 0.18% of the portfolio, ranked #82.

Warner Financial first reported a position in IHAK in Q1 2022 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Warner Financial held 9,850 shares of iShares Cybersecurity and Tech ETF worth $598K as of Q2 2026.
  • Warner Financial bought 4,595 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $238K.
  • iShares Cybersecurity and Tech ETF made up 0.18% of Warner Financial's portfolio in Q2 2026, its #82 holding.
  • Warner Financial first reported a position in iShares Cybersecurity and Tech ETF in Q1 2022 and has held it in 12 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.