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IHT Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

IHT Wealth Management’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
-15,068
Closed -$735K – 1112
2024
Q4 		$735K Sell
15,068
-2,186
-13% -$109K 0.02% 551
2024
Q3 		$841K Sell
17,254
-2,700
-14% -$127K 0.02% 551
2024
Q2 		$917K Sell
19,954
-8,575
-30% -$384K 0.03% 455
2024
Q1 		$1.34M Sell
28,529
-554
-2% -$26K 0.05% 346
2023
Q4 		$1.32M Buy
29,083
+1,813
+7% +$73.6K 0.06% 316
2023
Q3 		$1.05M Buy
27,270
+745
+3% +$28.6K 0.05% 338
2023
Q2 		$1M Buy
26,525
+804
+3% +$28.7K 0.05% 344
2023
Q1 		$935K Buy
25,721
+1,550
+6% +$53.3K 0.05% 328
2022
Q4 		$798K Buy
24,171
+4,143
+21% +$141K 0.05% 351
2022
Q3 		$680K Buy
20,028
+1,090
+6% +$39.9K 0.05% 371
2022
Q2 		$663K Sell
18,938
-1,436
-7% -$54.4K 0.06% 314
2022
Q1 		$870K Buy
20,374
+648
+3% +$26.4K 0.07% 282
2021
Q4 		$880K Sell
19,726
-7,213
-27% -$327K 0.06% 292
2021
Q3 		$1.17M Sell
26,939
-2,830
-10% -$125K 0.1% 216
2021
Q2 		$1.28M Buy
29,769
+11,856
+66% +$485K 0.08% 265
2021
Q1 		$684K Buy
+17,913
New +$726K 0.05% 365

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

IHT Wealth Management's IHAK Position: Q1 2025 in Review

IHT Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 15,068 shares — an estimated $735K sold.

IHT Wealth Management first reported a position in IHAK in Q1 2021 and held it in 16 quarters. The position peaked at $1.34M in Q1 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

  • IHT Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 15,068 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $735K.
  • IHT Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 16 quarters.
  • IHT Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $1.34M in Q1 2024.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.