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

WCG 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	–	Sell	-19,462	Closed	-$937K	–	530
2025 Q4	$937K	Buy	19,462 +1,000	+5%	+$50.5K	0.03%	366
2025 Q3	$966K	Sell	18,462 -3,409	-16%	-$177K	0.06%	234
2025 Q2	$1.16M	Sell	21,871 -850	-4%	-$42.3K	0.08%	210
2025 Q1	$1.07M	Sell	22,721 -264	-1%	-$13.1K	0.08%	192
2024 Q4	$1.12M	Buy	22,985 +722	+3%	+$36K	0.07%	202
2024 Q3	$1.08M	Buy	22,263 +108	+0.5%	+$5.07K	0.07%	214
2024 Q2	$1.02M	Buy	22,155 +1,940	+10%	+$87K	0.08%	194
2024 Q1	$947K	Buy	20,215 +10,179	+101%	+$478K	0.08%	185
2023 Q4	$456K	Buy	+10,036	New	+$407K	0.03%	257

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

WCG Wealth Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2026, closing a stake of 19,462 shares — an estimated $937K sold.

WCG Wealth Advisors first reported a position in IHAK in Q4 2023 and held it in 9 quarters. The position peaked at $1.16M in Q2 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

WCG Wealth Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 19,462 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $937K.
WCG Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 9 quarters.
WCG Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $1.16M in Q2 2025.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.