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Planning Strategies Inc.’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Planning Strategies Inc.’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 		$88.9K Buy
+1,465
New +$75.8K 0.06% 112

Other funds holding IHAK

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Planning Strategies Inc.'s IHAK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q2 2026: 1,465 shares worth $88.9K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings.

59 funds tracked by Wall St. Rank hold IHAK as of Q2 2026.

  • Planning Strategies Inc. held 1,465 shares of iShares Cybersecurity and Tech ETF worth $88.9K as of Q2 2026.
  • iShares Cybersecurity and Tech ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Cybersecurity and Tech ETF made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #112 holding.
  • 59 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.