Avior Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Avior Wealth 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	-1,689	Closed	-$82.4K	–	1503
2024 Q4	$82.4K	Hold	1,689	–	–	﹤0.01%	957
2024 Q3	$82.3K	Hold	1,689	–	–	﹤0.01%	940
2024 Q2	$77.6K	Hold	1,689	–	–	﹤0.01%	946
2024 Q1	$79.1K	Hold	1,689	–	–	﹤0.01%	1051
2023 Q4	$76.7K	Hold	1,689	–	–	﹤0.01%	659
2023 Q3	$65K	Sell	1,689 -2,330	-58%	-$89.6K	﹤0.01%	710
2023 Q2	$152K	Hold	4,019	–	–	0.01%	574
2023 Q1	$146K	Buy	+4,019	New	+$138K	0.01%	577

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

Avior Wealth Management's IHAK Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 1,689 shares — an estimated $82.4K sold.

Avior Wealth Management first reported a position in IHAK in Q1 2023 and held it in 8 quarters. The position peaked at $152K in Q2 2023. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

Avior Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,689 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $82.4K.
Avior Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $152K in Q2 2023.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.