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

Koa 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 Q4	–	Sell	-27,141	Closed	-$1.42M	–	60
2025 Q3	$1.42M	Buy	27,141 +337	+1%	+$17.5K	1.05%	30
2025 Q2	$1.43M	Sell	26,804 -318	-1%	-$15.8K	1.13%	32
2025 Q1	$1.27M	Buy	27,122 +8,667	+47%	+$431K	1.03%	31
2024 Q4	$900K	Sell	18,455 -980	-5%	-$48.9K	0.74%	34
2024 Q3	$947K	Sell	19,435 -598	-3%	-$28.1K	0.73%	34
2024 Q2	$921K	Sell	20,033 -334	-2%	-$15K	0.78%	33
2024 Q1	$954K	Sell	20,367 -4,061	-17%	-$191K	0.86%	31
2023 Q4	$1.11M	Buy	+24,428	New	+$992K	1.1%	28

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Koa Wealth Management's IHAK Position: Q4 2025 in Review

Koa Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025, closing a stake of 27,141 shares — an estimated $1.42M sold.

Koa Wealth Management first reported a position in IHAK in Q4 2023 and held it in 8 quarters. The position peaked at $1.43M in Q2 2025. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

Koa Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2025 after selling out during the quarter.
Koa Wealth Management sold 27,141 iShares Cybersecurity and Tech ETF shares in Q4 2025, an estimated $1.42M.
Koa Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 8 quarters.
Koa Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $1.43M in Q2 2025.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on Koa Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.