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Lee, Danner & Bass’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Lee, Danner & Bass’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
-101
Closed -$4.92K – 460
2024
Q4 		$4.92K Buy
+101
New +$5.04K ﹤0.01% 597

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 $666B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $570B 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

Lee, Danner & Bass's IHAK Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 101 shares — an estimated $4.92K sold.

Lee, Danner & Bass first reported a position in IHAK in Q4 2024 and held it in 1 quarter. The position peaked at $4.92K in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 101 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $4.92K.
  • Lee, Danner & Bass first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Cybersecurity and Tech ETF position peaked at $4.92K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.