AAS
IHAK icon

Avantax Advisory Services’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Avantax Advisory Services’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 		$1.57M Buy
29,474
+24,668
+513% +$1.23M 0.01% 921
2025
Q1 		$226K Sell
4,806
-105
-2% -$5.22K ﹤0.01% 2027
2024
Q4 		$240K Buy
4,911
+215
+5% +$10.7K ﹤0.01% 1940
2024
Q3 		$229K Buy
4,696
+168
+4% +$7.89K ﹤0.01% 1935
2024
Q2 		$208K Buy
4,528
+212
+5% +$9.51K ﹤0.01% 1929
2024
Q1 		$202K Buy
+4,316
New +$203K ﹤0.01% 1537

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

Avantax Advisory Services's IHAK Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 513% in Q2 2025, buying an estimated $1.23M and bringing the position to 29,474 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #921.

Avantax Advisory Services first reported a position in IHAK in Q1 2024 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

  • Avantax Advisory Services held 29,474 shares of iShares Cybersecurity and Tech ETF worth $1.57M as of Q2 2025.
  • Avantax Advisory Services bought 24,668 iShares Cybersecurity and Tech ETF shares in Q2 2025, an estimated $1.23M.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #921 holding.
  • Avantax Advisory Services first reported a position in iShares Cybersecurity and Tech ETF in Q1 2024 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.