BMM
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Buffington Mohr McNeal’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Buffington Mohr McNeal’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
-24,918
Closed -$1.22M – 125
2024
Q4 		$1.22M Hold
24,918
– – 0.2% 62
2024
Q3 		$1.21M Sell
24,918
-300
-1% -$14.1K 0.2% 61
2024
Q2 		$1.16M Hold
25,218
– – 0.2% 59
2024
Q1 		$1.18M Buy
25,218
+850
+3% +$39.9K 0.21% 59
2023
Q4 		$1.11M Sell
24,368
-130
-0.5% -$5.28K 0.22% 63
2023
Q3 		$943K Buy
24,498
+4,775
+24% +$184K 0.21% 70
2023
Q2 		$746K Sell
19,723
-200
-1% -$7.14K 0.16% 75
2023
Q1 		$724K Sell
19,923
-200
-1% -$6.87K 0.17% 82
2022
Q4 		$664K Buy
20,123
+13
+0.1% +$444 0.15% 86
2022
Q3 		$683K Sell
20,110
-150
-0.7% -$5.5K 0.16% 83
2022
Q2 		$710K Hold
20,260
– – 0.16% 84
2022
Q1 		$865K Buy
20,260
+275
+1% +$11.2K 0.16% 80
2021
Q4 		$892K Buy
19,985
+675
+3% +$30.6K 0.15% 86
2021
Q3 		$839K Buy
19,310
+1,225
+7% +$54.3K 0.16% 80
2021
Q2 		$780K Buy
18,085
+200
+1% +$8.18K 0.15% 84
2021
Q1 		$683K Buy
17,885
+240
+1% +$9.73K 0.15% 84
2020
Q4 		$712K Buy
+17,645
New +$616K 0.17% 81

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $79.5B AUM 27.1% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Buffington Mohr McNeal's IHAK Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 24,918 shares — an estimated $1.22M sold.

Buffington Mohr McNeal first reported a position in IHAK in Q4 2020 and held it in 17 quarters. The position peaked at $1.22M in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

  • Buffington Mohr McNeal reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Buffington Mohr McNeal sold 24,918 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $1.22M.
  • Buffington Mohr McNeal first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and held it in 17 quarters.
  • Buffington Mohr McNeal's iShares Cybersecurity and Tech ETF position peaked at $1.22M in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.