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Mount Yale Investment Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-70
Closed -$3.73K – 1107
2025
Q2 		$3.73K Buy
+70
New +$3.48K ﹤0.01% 1269

Other funds holding IHAK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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

Mount Yale Investment Advisors's IHAK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2025, closing a stake of 70 shares — an estimated $3.73K sold.

Mount Yale Investment Advisors first reported a position in IHAK in Q2 2025 and held it in 1 quarter. The position peaked at $3.73K in Q2 2025. 184 funds tracked by Wall St. Rank hold IHAK as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 70 iShares Cybersecurity and Tech ETF shares in Q3 2025, an estimated $3.73K.
  • Mount Yale Investment Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares Cybersecurity and Tech ETF position peaked at $3.73K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.