Wealth Enhancement Advisory Services’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Wealth Enhancement Advisory Services’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	-5,906	Closed	-$289K	–	3737
2025 Q4	$289K	Sell	5,906 -3,687	-38%	-$186K	﹤0.01%	2958
2025 Q3	$500K	Buy	9,593 +830	+9%	+$43K	﹤0.01%	2373
2025 Q2	$471K	Buy	8,763 +1,763	+25%	+$87.8K	﹤0.01%	2268
2025 Q1	$329K	Buy	7,000 +58	+0.8%	+$2.88K	﹤0.01%	2375
2024 Q4	$339K	Buy	+6,942	New	+$346K	﹤0.01%	2280

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

Wealth Enhancement Advisory Services's IHAK Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2026, closing a stake of 5,906 shares — an estimated $289K sold.

Wealth Enhancement Advisory Services first reported a position in IHAK in Q4 2024 and held it in 5 quarters. The position peaked at $500K in Q3 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 5,906 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $289K.
Wealth Enhancement Advisory Services first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's iShares Cybersecurity and Tech ETF position peaked at $500K in Q3 2025.
168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.