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Advisors Capital Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Advisors Capital Management’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
2025
Q1 		– Sell
-11,428
Closed -$558K – 515
2024
Q4 		$558K Sell
11,428
-301
-3% -$15K 0.01% 360
2024
Q3 		$572K Buy
11,729
+84
+0.7% +$3.94K 0.01% 345
2024
Q2 		$535K Sell
11,645
-421
-3% -$18.9K 0.01% 353
2024
Q1 		$565K Buy
12,066
+92
+0.8% +$4.32K 0.01% 343
2023
Q4 		$544K Buy
11,974
+522
+5% +$21.2K 0.01% 341
2023
Q3 		$441K Buy
11,452
+1,293
+13% +$49.7K 0.01% 312
2023
Q2 		$384K Sell
10,159
-152
-1% -$5.43K 0.01% 346
2023
Q1 		$375K Buy
10,311
+124
+1% +$4.26K 0.01% 335
2022
Q4 		$336K Sell
10,187
-213
-2% -$7.27K 0.01% 359
2022
Q3 		$362K Sell
10,400
-2,582
-20% -$94.6K 0.01% 360
2022
Q2 		$455K Buy
12,982
+1,420
+12% +$53.8K 0.01% 306
2022
Q1 		$494K Buy
11,562
+1,975
+21% +$80.6K 0.01% 310
2021
Q4 		$428K Buy
9,587
+1,476
+18% +$66.9K 0.01% 326
2021
Q3 		$352K Buy
8,111
+150
+2% +$6.64K 0.01% 333
2021
Q2 		$344K Sell
7,961
-8
-0.1% -$327 0.01% 316
2021
Q1 		$304K Buy
7,969
+457
+6% +$18.5K 0.01% 307
2020
Q4 		$303K Buy
+7,512
New +$262K 0.01% 291

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Advisors Capital Management's IHAK Position: Q1 2025 in Review

Advisors Capital Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 11,428 shares — an estimated $558K sold.

Advisors Capital Management first reported a position in IHAK in Q4 2020 and held it in 17 quarters. The position peaked at $572K in Q3 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

  • Advisors Capital Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Advisors Capital Management sold 11,428 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $558K.
  • Advisors Capital Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and held it in 17 quarters.
  • Advisors Capital Management's iShares Cybersecurity and Tech ETF position peaked at $572K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.