AWA
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Arete Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-6,230
Closed -$293K – 773
2025
Q1 		$293K Sell
6,230
-4,185
-40% -$208K 0.02% 544
2024
Q4 		$508K Buy
+10,415
New +$519K 0.04% 405

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arete Wealth Advisors's IHAK Position: Q2 2025 in Review

Arete Wealth Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2025, closing a stake of 6,230 shares — an estimated $293K sold.

Arete Wealth Advisors first reported a position in IHAK in Q4 2024 and held it in 2 quarters. The position peaked at $508K in Q4 2024. 180 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

  • Arete Wealth Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,230 iShares Cybersecurity and Tech ETF shares in Q2 2025, an estimated $293K.
  • Arete Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $508K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.