IA
IHAK icon

IFG Advisory’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

IFG 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
2025
Q1 		– Sell
-4,361
Closed -$213K – 699
2024
Q4 		$213K Buy
+4,361
New +$217K 0.01% 632
2024
Q3 		– Sell
-5,574
Closed -$256K – 493
2024
Q2 		$256K Buy
+5,574
New +$250K 0.02% 542
2024
Q1 		– Sell
-7,071
Closed -$321K – 464
2023
Q4 		$321K Sell
7,071
-69
-1% -$2.8K 0.02% 467
2023
Q3 		$275K Buy
+7,140
New +$274K 0.02% 457
2023
Q2 		– Sell
-6,922
Closed -$252K – 401
2023
Q1 		$252K Buy
+6,922
New +$238K 0.02% 445

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 $564B 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return