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

Waverly 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
Q2 		– Sell
-1,000
Closed -$43.6K – 1790
2026
Q1 		$43.6K Buy
+1,000
New +$45.7K ﹤0.01% 1566

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

Waverly Advisors's IHAK Position: Q2 2026 in Review

Waverly Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026, closing a stake of 1,000 shares — an estimated $43.6K sold.

Waverly Advisors first reported a position in IHAK in Q1 2026 and held it in 1 quarter. The position peaked at $43.6K in Q1 2026. 179 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Waverly Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,000 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $43.6K.
  • Waverly Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's iShares Cybersecurity and Tech ETF position peaked at $43.6K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.