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

Crowley 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
Q4 		– Sell
-300
Closed -$15.7K – 167
2025
Q3 		$15.7K Hold
300
– – 0.01% 242
2025
Q2 		$16K Hold
300
– – 0.01% 227
2025
Q1 		$14.1K Hold
300
– – 0.01% 227
2024
Q4 		$14.6K Buy
+300
New +$15K 0.01% 231

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Crowley Wealth Management's IHAK Position: Q4 2025 in Review

Crowley Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025, closing a stake of 300 shares — an estimated $15.7K sold.

Crowley Wealth Management first reported a position in IHAK in Q4 2024 and held it in 4 quarters. The position peaked at $16K in Q2 2025. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

  • Crowley Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 iShares Cybersecurity and Tech ETF shares in Q4 2025, an estimated $15.7K.
  • Crowley Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $16K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.