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Fairfield Financial Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Fairfield Financial Advisors’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
-9
Closed -$440 – 123
2024
Q4 		$440 Hold
9
– – ﹤0.01% 254
2024
Q3 		$439 Hold
9
– – ﹤0.01% 283
2024
Q2 		$414 Buy
+9
New +$404 ﹤0.01% 281

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Fairfield Financial Advisors's IHAK Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 9 shares — an estimated $440 sold.

Fairfield Financial Advisors first reported a position in IHAK in Q2 2024 and held it in 3 quarters. The position peaked at $440 in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 9 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $440.
  • Fairfield Financial Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q2 2024 and held it in 3 quarters.
  • Fairfield Financial Advisors's iShares Cybersecurity and Tech ETF position peaked at $440 in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.