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	–	1147
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Arkadios Wealth Advisors's IHAK Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 16,861 shares — an estimated $823K sold.

Arkadios Wealth Advisors first reported a position in IHAK in Q4 2020 and held it in 7 quarters. The position peaked at $823K in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

Arkadios Wealth Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 16,861 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $823K.
Arkadios Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and held it in 7 quarters.
Arkadios Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $823K in Q4 2024.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.