AWA
IHAK icon

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

Arkadios 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
Q1 		– Sell
-16,861
Closed -$823K – 1161
2024
Q4 		$823K Buy
16,861
+5,569
+49% +$278K 0.04% 378
2024
Q3 		$550K Buy
11,292
+3,088
+38% +$145K 0.03% 508
2024
Q2 		$377K Buy
+8,204
New +$368K 0.03% 561
2021
Q4 		– Sell
-967
Closed -$42K – 1148
2021
Q3 		$42K Sell
967
-120
-11% -$5.32K 0.01% 939
2021
Q2 		$46K Buy
1,087
+700
+181% +$28.6K 0.01% 955
2021
Q1 		$14K Sell
387
-30
-7% -$1.22K ﹤0.01% 1083
2020
Q4 		$16K Buy
+417
New +$14.6K ﹤0.01% 825

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return