Northeast Financial Consultants’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Northeast Financial Consultants’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	$1.35M	Hold	25,400	–	–	0.06%	136
2025 Q1	$1.19M	Hold	25,400	–	–	0.05%	137
2024 Q4	$1.24M	Hold	25,400	–	–	0.05%	136
2024 Q3	$1.24M	Hold	25,400	–	–	0.05%	142
2024 Q2	$1.17M	Sell	25,400 -1,425	-5%	-$63.9K	0.05%	140
2024 Q1	$1.26M	Hold	26,825	–	–	0.06%	134
2023 Q4	$1.22M	Hold	26,825	–	–	0.07%	131
2023 Q3	$1.03M	Hold	26,825	–	–	0.06%	140
2023 Q2	$1.01M	Hold	26,825	–	–	0.06%	142
2023 Q1	$975K	Hold	26,825	–	–	0.06%	146
2022 Q4	$886K	Buy	+26,825	New	+$915K	0.06%	146

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Northeast Financial Consultants's IHAK Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2025 at 25,400 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #136.

Northeast Financial Consultants first reported a position in IHAK in Q4 2022 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold IHAK as of Q2 2025.

Northeast Financial Consultants held 25,400 shares of iShares Cybersecurity and Tech ETF worth $1.35M as of Q2 2025.
Northeast Financial Consultants left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2025.
iShares Cybersecurity and Tech ETF made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #136 holding.
Northeast Financial Consultants first reported a position in iShares Cybersecurity and Tech ETF in Q4 2022 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.