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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wharton Business Group's IHAK Position: Q1 2026 in Review

Wharton Business Group increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 3.7% in Q1 2026, buying an estimated $523K and bringing the position to 317,825 shares worth $13.9M. The position accounts for 0.52% of the portfolio, ranked #39.

Wharton Business Group first reported a position in IHAK in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.9M in Q2 2025. 168 funds tracked by Wall St. Rank hold IHAK as of Q1 2026.

  • Wharton Business Group held 317,825 shares of iShares Cybersecurity and Tech ETF worth $13.9M as of Q1 2026.
  • Wharton Business Group bought 11,440 iShares Cybersecurity and Tech ETF shares in Q1 2026, an estimated $523K.
  • iShares Cybersecurity and Tech ETF made up 0.52% of Wharton Business Group's portfolio in Q1 2026, its #39 holding.
  • Wharton Business Group first reported a position in iShares Cybersecurity and Tech ETF in Q2 2020 and has held it in 24 quarters since.
  • Wharton Business Group's iShares Cybersecurity and Tech ETF position peaked at $16.9M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.