CWM
IHAK icon

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

Congress 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
2024
Q4 		– Sell
-18,663
Closed -$910K – 898
2024
Q3 		$910K Buy
+18,663
New +$876K 0.01% 530

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

Congress Wealth Management's IHAK Position: Q4 2024 in Review

Congress Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 18,663 shares — an estimated $910K sold.

Congress Wealth Management first reported a position in IHAK in Q3 2024 and held it in 1 quarter. The position peaked at $910K in Q3 2024. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • Congress Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 18,663 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $910K.
  • Congress Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $910K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.