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Cyndeo Wealth Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Cyndeo Wealth Partners’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
-5,801
Closed -$273K – 482
2025
Q1 		$273K Hold
5,801
– – 0.02% 384
2024
Q4 		$283K Hold
5,801
– – 0.02% 371
2024
Q3 		$283K Hold
5,801
– – 0.02% 377
2024
Q2 		$267K Hold
5,801
– – 0.02% 347
2024
Q1 		$272K Buy
5,801
+10
+0.2% +$469 0.02% 333
2023
Q4 		$263K Sell
5,791
-540
-9% -$21.9K 0.02% 320
2023
Q3 		$244K Buy
+6,331
New +$243K 0.03% 299

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cyndeo Wealth Partners's IHAK Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2025, closing a stake of 5,801 shares — an estimated $273K sold.

Cyndeo Wealth Partners first reported a position in IHAK in Q3 2023 and held it in 7 quarters. The position peaked at $283K in Q4 2024. 181 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,801 iShares Cybersecurity and Tech ETF shares in Q2 2025, an estimated $273K.
  • Cyndeo Wealth Partners first reported a position in iShares Cybersecurity and Tech ETF in Q3 2023 and held it in 7 quarters.
  • Cyndeo Wealth Partners's iShares Cybersecurity and Tech ETF position peaked at $283K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.