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EPIQ Capital Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$433K Hold
8,880
– – 0.11% 50
2024
Q3 		$433K Buy
+8,880
New +$417K 0.12% 47

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EPIQ Capital Group's IHAK Position: Q4 2024 in Review

EPIQ Capital Group held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q4 2024 at 8,880 shares worth $433K. The position accounts for 0.11% of the portfolio, ranked #50.

EPIQ Capital Group first reported a position in IHAK in Q3 2024 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • EPIQ Capital Group held 8,880 shares of iShares Cybersecurity and Tech ETF worth $433K as of Q4 2024.
  • EPIQ Capital Group left its iShares Cybersecurity and Tech ETF share count unchanged in Q4 2024.
  • iShares Cybersecurity and Tech ETF made up 0.11% of EPIQ Capital Group's portfolio in Q4 2024, its #50 holding.
  • EPIQ Capital Group first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.