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

Connecticut 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
2025 Q2	–	Sell	-5,151	Closed	-$242K	–	313
2025 Q1	$242K	Hold	5,151	–	–	0.01%	273
2024 Q4	$251K	Hold	5,151	–	–	0.01%	244
2024 Q3	$251K	Hold	5,151	–	–	0.01%	283
2024 Q2	$237K	Hold	5,151	–	–	0.01%	297
2024 Q1	$241K	Hold	5,151	–	–	0.01%	293
2023 Q4	$234K	Buy	+5,151	New	+$209K	0.01%	294

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Connecticut Wealth Management's IHAK Position: Q2 2025 in Review

Connecticut Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2025, closing a stake of 5,151 shares — an estimated $242K sold.

Connecticut Wealth Management first reported a position in IHAK in Q4 2023 and held it in 6 quarters. The position peaked at $251K in Q4 2024. 181 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

Connecticut Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2025 after selling out during the quarter.
Connecticut Wealth Management sold 5,151 iShares Cybersecurity and Tech ETF shares in Q2 2025, an estimated $242K.
Connecticut Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 6 quarters.
Connecticut Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $251K in Q4 2024.
181 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on Connecticut Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.