Envestnet Asset Management
IHAK icon

Envestnet Asset Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Envestnet Asset 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
2026
Q1 		$369K Sell
8,443
-219
-3% -$10K ﹤0.01% 4150
2025
Q4 		$417K Sell
8,662
-2,735
-24% -$138K ﹤0.01% 3830
2025
Q3 		$596K Buy
11,397
+2,322
+26% +$120K ﹤0.01% 3626
2025
Q2 		$483K Buy
9,075
+3,084
+51% +$154K ﹤0.01% 3711
2025
Q1 		$281K Buy
5,991
+65
+1% +$3.23K ﹤0.01% 3955
2024
Q4 		$289K Buy
+5,926
New +$295K ﹤0.01% 3913
2021
Q3 		– Sell
-8,399
Closed -$362K – 3715
2021
Q2 		$362K Sell
8,399
-6,486
-44% -$265K ﹤0.01% 3175
2021
Q1 		$569K Buy
14,885
+7,909
+113% +$321K ﹤0.01% 2770
2020
Q4 		$281K Buy
+6,976
New +$244K ﹤0.01% 2956

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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return