IWC
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Integrated Wealth Concepts’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Integrated Wealth Concepts’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 		$233K Buy
+5,340
New +$244K ﹤0.01% 2011
2025
Q4 		– Sell
-5,685
Closed -$298K – 1834
2025
Q3 		$298K Sell
5,685
-400
-7% -$20.7K ﹤0.01% 1635
2025
Q2 		$324K Hold
6,085
– – ﹤0.01% 1509
2025
Q1 		$286K Sell
6,085
-14,191
-70% -$706K ﹤0.01% 1429
2024
Q4 		$989K Sell
20,276
-1,031
-5% -$51.4K 0.01% 811
2024
Q3 		$1.04M Sell
21,307
-2,815
-12% -$132K 0.01% 785
2024
Q2 		$1.11M Sell
24,122
-4,341
-15% -$195K 0.02% 711
2024
Q1 		$1.33M Sell
28,463
-10,161
-26% -$477K 0.02% 650
2023
Q4 		$1.75M Sell
38,624
-22,075
-36% -$896K 0.03% 528
2023
Q3 		$2.34M Sell
60,699
-741
-1% -$28.5K 0.04% 401
2023
Q2 		$2.32M Buy
61,440
+49,637
+421% +$1.77M 0.04% 406
2023
Q1 		$429K Buy
+11,803
New +$406K 0.01% 904

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