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Beacon Pointe Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-4,262
Closed -$223K – 1535
2025
Q3 		$223K Buy
+4,262
New +$221K ﹤0.01% 1284

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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Beacon Pointe Advisors's IHAK Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025, closing a stake of 4,262 shares — an estimated $223K sold.

Beacon Pointe Advisors first reported a position in IHAK in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,262 iShares Cybersecurity and Tech ETF shares in Q4 2025, an estimated $223K.
  • Beacon Pointe Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares Cybersecurity and Tech ETF position peaked at $223K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.