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Wharton Business Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Wharton Business Group’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 		$17.5M Sell
288,965
-28,860
-9% -$1.49M 0.59% 40
2026
Q1 		$13.9M Buy
317,825
+11,440
+4% +$523K 0.52% 39
2025
Q4 		$14.7M Sell
306,385
-5,315
-2% -$268K 0.56% 37
2025
Q3 		$16.3M Sell
311,700
-6,435
-2% -$333K 0.71% 35
2025
Q2 		$16.9M Sell
318,135
-255
-0.1% -$12.7K 0.71% 35
2025
Q1 		$15M Buy
318,390
+21,095
+7% +$1.05M 0.68% 37
2024
Q4 		$14.5M Buy
297,295
+2,235
+0.8% +$111K 0.65% 38
2024
Q3 		$14.4M Buy
295,060
+88,300
+43% +$4.15M 0.65% 38
2024
Q2 		$9.5M Buy
206,760
+8,625
+4% +$387K 0.49% 42
2024
Q1 		$9.28M Sell
198,135
-3,880
-2% -$182K 0.45% 43
2023
Q4 		$9.18M Buy
202,015
+1,905
+1% +$77.3K 0.46% 42
2023
Q3 		$7.71M Buy
200,110
+6,240
+3% +$240K 0.43% 47
2023
Q2 		$7.33M Sell
193,870
-18,530
-9% -$662K 0.48% 38
2023
Q1 		$7.72M Buy
212,400
+37,315
+21% +$1.28M 0.46% 39
2022
Q4 		$5.78M Sell
175,085
-34,431
-16% -$1.17M 0.34% 47
2022
Q3 		$7.12M Sell
209,516
-1,080
-0.5% -$39.6K 0.48% 40
2022
Q2 		$7.38M Buy
210,596
+21,520
+11% +$816K 0.49% 38
2022
Q1 		$8.07M Sell
189,076
-2,700
-1% -$110K 0.49% 35
2021
Q4 		$8.55M Buy
191,776
+13,465
+8% +$611K 0.53% 36
2021
Q3 		$7.75M Buy
178,311
+35,945
+25% +$1.59M 0.79% 20
2021
Q2 		$6.14M Buy
142,366
+36,245
+34% +$1.48M 0.48% 35
2021
Q1 		$4.05M Buy
106,121
+10,285
+11% +$417K 0.32% 44
2020
Q4 		$3.87M Buy
95,836
+620
+0.7% +$21.7K 0.32% 42
2020
Q3 		$3.12M Buy
95,216
+3,470
+4% +$115K 0.29% 42
2020
Q2 		$2.86M Buy
+91,746
New +$2.65M 0.28% 42

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wharton Business Group's IHAK Position: Q2 2026 in Review

Wharton Business Group reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 9.1% in Q2 2026, selling an estimated $1.49M and leaving 288,965 shares worth $17.5M. The position accounts for 0.59% of the portfolio, ranked #40.

Wharton Business Group first reported a position in IHAK in Q2 2020 and has held it in 25 quarters since. 178 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Wharton Business Group held 288,965 shares of iShares Cybersecurity and Tech ETF worth $17.5M as of Q2 2026.
  • Wharton Business Group sold 28,860 iShares Cybersecurity and Tech ETF shares in Q2 2026, an estimated $1.49M.
  • iShares Cybersecurity and Tech ETF made up 0.59% of Wharton Business Group's portfolio in Q2 2026, its #40 holding.
  • Wharton Business Group first reported a position in iShares Cybersecurity and Tech ETF in Q2 2020 and has held it in 25 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.