GIA
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Gladstone Institutional Advisory’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Gladstone Institutional Advisory’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 		$1.72M Buy
+39,364
New +$1.8M 0.06% 286
2024
Q1 		– Sell
-6,591
Closed -$299K – 672
2023
Q4 		$299K Sell
6,591
-1,396
-17% -$56.7K 0.02% 521
2023
Q3 		$308K Sell
7,987
-1,107
-12% -$42.5K 0.02% 486
2023
Q2 		$344K Sell
9,094
-1,102
-11% -$39.4K 0.02% 488
2023
Q1 		$371K Sell
10,196
-4,734
-32% -$163K 0.02% 476
2022
Q4 		$493K Sell
14,930
-2,905
-16% -$99.1K 0.03% 399
2022
Q3 		$606K Sell
17,835
-11,222
-39% -$411K 0.05% 355
2022
Q2 		$1.02M Sell
29,057
-1,066
-4% -$40.4K 0.08% 267
2022
Q1 		$1.29M Buy
30,123
+814
+3% +$33.2K 0.09% 247
2021
Q4 		$1.31M Buy
29,309
+986
+3% +$44.7K 0.1% 234
2021
Q3 		$1.23M Buy
28,323
+1,834
+7% +$81.2K 0.12% 204
2021
Q2 		$1.14M Buy
26,489
+6,540
+33% +$268K 0.14% 176
2021
Q1 		$762K Buy
+19,949
New +$808K 0.12% 182

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