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

Gimbal Financial’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
-76,947
Closed -$3.75M – 46
2024
Q4 		$3.75M Buy
76,947
+1,503
+2% +$74.9K 3.07% 10
2024
Q3 		$3.75M Buy
+75,444
New +$3.54M 2.44% 11

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Gimbal Financial's IHAK Position: Q1 2025 in Review

Gimbal Financial sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 76,947 shares — an estimated $3.75M sold.

Gimbal Financial first reported a position in IHAK in Q3 2024 and held it in 2 quarters. The position peaked at $3.75M in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

  • Gimbal Financial reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Gimbal Financial sold 76,947 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $3.75M.
  • Gimbal Financial first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and held it in 2 quarters.
  • Gimbal Financial's iShares Cybersecurity and Tech ETF position peaked at $3.75M in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Gimbal Financial's 13F filing for Q1 2025, filed 23 Apr 2025.