HHGA
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Halbert Hargrove Global Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Halbert Hargrove Global 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
Q2 		– Sell
-1
Closed -$42 – 476
2025
Q1 		$42 Hold
1
– – ﹤0.01% 662
2024
Q4 		$44 Buy
+1
New +$50 ﹤0.01% 307

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 $377B 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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

Halbert Hargrove Global Advisors's IHAK Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2025, closing a stake of 1 share — an estimated $42 sold.

Halbert Hargrove Global Advisors first reported a position in IHAK in Q4 2024 and held it in 2 quarters. The position peaked at $44 in Q4 2024. 180 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 iShares Cybersecurity and Tech ETF share in Q2 2025, an estimated $42.
  • Halbert Hargrove Global Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's iShares Cybersecurity and Tech ETF position peaked at $44 in Q4 2024.
  • 180 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.