Carolinas Wealth Consulting’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Carolinas Wealth Consulting’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	-591	Closed	-$28.8K	–	1060
2024 Q4	$28.8K	Buy	591 +1	+0.2%	+$50	0.01%	429
2024 Q3	$28.7K	Hold	590	–	–	0.01%	433
2024 Q2	$27.1K	Buy	590 +1	+0.2%	+$45	0.01%	444
2024 Q1	$27.6K	Hold	589	–	–	0.01%	450
2023 Q4	$26.8K	Hold	589	–	–	0.01%	410
2023 Q3	$21.8K	Hold	589	–	–	0.01%	419
2023 Q2	$22.3K	Buy	589 +1	+0.2%	+$36	﹤0.01%	463
2023 Q1	$21.4K	Hold	588	–	–	﹤0.01%	485
2022 Q4	$19.4K	Hold	588	–	–	﹤0.01%	502
2022 Q3	$20K	Hold	588	–	–	0.01%	443
2022 Q2	$21K	Buy	588 +1	+0.2%	+$38	0.01%	441
2022 Q1	$25K	Hold	587	–	–	0.01%	443
2021 Q4	$26K	Buy	587 +3	+0.5%	+$136	0.01%	443
2021 Q3	$25K	Hold	584	–	–	0.01%	435
2021 Q2	$25K	Buy	+584	New	+$23.9K	0.01%	464

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Carolinas Wealth Consulting's IHAK Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 591 shares — an estimated $28.8K sold.

Carolinas Wealth Consulting first reported a position in IHAK in Q2 2021 and held it in 15 quarters. The position peaked at $28.8K in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

Carolinas Wealth Consulting reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 591 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $28.8K.
Carolinas Wealth Consulting first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and held it in 15 quarters.
Carolinas Wealth Consulting's iShares Cybersecurity and Tech ETF position peaked at $28.8K in Q4 2024.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.