McClarren Financial Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-153	Closed	-$7K	–	183
2025 Q1	$7K	Hold	153	–	–	﹤0.01%	221
2024 Q4	$7K	Hold	153	–	–	0.02%	162
2024 Q3	$7K	Buy	153 +108	+240%	+$5.07K	﹤0.01%	194
2024 Q2	$7K	Buy	+45	New	+$2.02K	﹤0.01%	256
2024 Q1	–	Sell	-154	Closed	-$7K	–	384
2023 Q4	$7K	Buy	154 +1	+0.7%	+$41	0.01%	285
2023 Q3	$5K	Hold	153	–	–	﹤0.01%	279
2023 Q2	$5K	Hold	153	–	–	﹤0.01%	283
2023 Q1	$5K	Hold	153	–	–	﹤0.01%	272
2022 Q4	$5K	Hold	153	–	–	﹤0.01%	279
2022 Q3	$5K	Buy	+153	New	+$5.61K	0.01%	255

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McClarren Financial Advisors's IHAK Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2025, closing a stake of 153 shares — an estimated $7K sold.

McClarren Financial Advisors first reported a position in IHAK in Q3 2022 and held it in 10 quarters. The position peaked at $7K in Q1 2025. 181 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 153 iShares Cybersecurity and Tech ETF shares in Q2 2025, an estimated $7K.
McClarren Financial Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2022 and held it in 10 quarters.
McClarren Financial Advisors's iShares Cybersecurity and Tech ETF position peaked at $7K in Q1 2025.
181 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.