Consolidated Portfolio Review Corp’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Consolidated Portfolio Review Corp’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	-4,608	Closed	-$225K	–	390
2024 Q4	$225K	Sell	4,608 -1,035	-18%	-$51.6K	0.04%	337
2024 Q3	$275K	Sell	5,643 -136	-2%	-$6.39K	0.06%	259
2024 Q2	$266K	Buy	5,779 +637	+12%	+$28.6K	0.06%	254
2024 Q1	$241K	Sell	5,142 -3,632	-41%	-$170K	0.06%	236
2023 Q4	$399K	Sell	8,774 -765	-8%	-$31.1K	0.09%	200
2023 Q3	$367K	Buy	9,539 +40	+0.4%	+$1.54K	0.09%	212
2023 Q2	$359K	Buy	9,499 +1	+0%	+$36	0.09%	208
2023 Q1	$345K	Buy	+9,498	New	+$326K	0.09%	196

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 $377B AUM 19.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

Consolidated Portfolio Review Corp's IHAK Position: Q1 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 4,608 shares — an estimated $225K sold.

Consolidated Portfolio Review Corp first reported a position in IHAK in Q1 2023 and held it in 8 quarters. The position peaked at $399K in Q4 2023. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 4,608 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $225K.
Consolidated Portfolio Review Corp first reported a position in iShares Cybersecurity and Tech ETF in Q1 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's iShares Cybersecurity and Tech ETF position peaked at $399K in Q4 2023.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2025, filed 23 Apr 2025.