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B. Riley Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-14,207
Closed -$683K – 1211
2024
Q3 		$683K Buy
14,207
+450
+3% +$21.1K 0.02% 623
2024
Q2 		$632K Buy
+13,757
New +$617K 0.02% 705
2024
Q1 		– Sell
-7,413
Closed -$337K – 1484
2023
Q4 		$337K Buy
+7,413
New +$301K 0.01% 997

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

B. Riley Wealth Advisors's IHAK Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 14,207 shares — an estimated $683K sold.

B. Riley Wealth Advisors first reported a position in IHAK in Q4 2023 and held it in 3 quarters. The position peaked at $683K in Q3 2024. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,207 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $683K.
  • B. Riley Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 3 quarters.
  • B. Riley Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $683K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.