Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Ishares Tr cybersecurity shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Ishares Tr cybersecurity (IHAK) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ishares Tr cybersecurity

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cybersecurity held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cybersecurity by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $29M 476k 60.71

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Alphabet Cap Stk Cl A (GOOGL)
Analog Devices (ADI)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Ishares Tr cybersecurity

Bank of America Corporation
Morgan Stanley
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Wharton Business Group
UBS Group
Royal Bank of Canada
Susquehanna International
Scotia Capital
Nelson Roberts Investment Advisors
Jones Financial Companies, L.L
Citadel Advisors
Stifel Financial
Aprio Wealth Management
Goldman Sachs Group

View all funds holding Ishares Tr cybersecurity