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Wealthcare Advisory Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Wealthcare Advisory Partners’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 		$1.16M Sell
19,126
-449
-2% -$23.2K 0.02% 478
2026
Q1 		$854K Sell
19,575
-2,901
-13% -$133K 0.02% 558
2025
Q4 		$1.08M Sell
22,476
-4,894
-18% -$247K 0.02% 495
2025
Q3 		$1.43M Sell
27,370
-2,060
-7% -$107K 0.03% 415
2025
Q2 		$1.57M Buy
29,430
+9,633
+49% +$480K 0.04% 381
2025
Q1 		$930K Sell
19,797
-873
-4% -$43.4K 0.03% 455
2024
Q4 		$1.01M Buy
20,670
+99
+0.5% +$4.94K 0.03% 417
2024
Q3 		$1M Sell
20,571
-2,741
-12% -$129K 0.03% 421
2024
Q2 		$1.07M Sell
23,312
-7,908
-25% -$355K 0.03% 366
2024
Q1 		$1.46M Buy
31,220
+6,914
+28% +$324K 0.05% 290
2023
Q4 		$1.1M Buy
24,306
+3,680
+18% +$149K 0.04% 294
2023
Q3 		$794K Sell
20,626
-135,786
-87% -$5.22M 0.04% 320
2023
Q2 		$5.92M Sell
156,412
-45,385
-22% -$1.62M 0.26% 72
2023
Q1 		$7.34M Buy
201,797
+13,333
+7% +$458K 0.32% 59
2022
Q4 		$6.22M Buy
188,464
+26,537
+16% +$906K 0.3% 66
2022
Q3 		$5.5M Sell
161,927
-26,832
-14% -$983K 0.31% 69
2022
Q2 		$6.61M Buy
188,759
+14,900
+9% +$565K 0.4% 48
2022
Q1 		$7.42M Buy
173,859
+8,905
+5% +$363K 0.45% 36
2021
Q4 		$7.36M Buy
164,954
+17,977
+12% +$815K 0.44% 38
2021
Q3 		$6.39M Buy
146,977
+12,258
+9% +$543K 0.42% 40
2021
Q2 		$5.81M Buy
134,719
+22,545
+20% +$922K 0.39% 39
2021
Q1 		$4.29M Buy
112,174
+49,624
+79% +$2.01M 0.31% 43
2020
Q4 		$2.52M Buy
62,550
+37,566
+150% +$1.31M 0.22% 60
2020
Q3 		$820K Buy
+24,984
New +$825K 0.09% 139

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
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
SC
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

Wealthcare Advisory Partners's IHAK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 2.3% in Q2 2026, selling an estimated $23.2K and leaving 19,126 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #478.

Wealthcare Advisory Partners first reported a position in IHAK in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.42M in Q1 2022. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Wealthcare Advisory Partners held 19,126 shares of iShares Cybersecurity and Tech ETF worth $1.16M as of Q2 2026.
  • Wealthcare Advisory Partners sold 449 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $23.2K.
  • iShares Cybersecurity and Tech ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #478 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 24 quarters since.
  • Wealthcare Advisory Partners's iShares Cybersecurity and Tech ETF position peaked at $7.42M in Q1 2022.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.