Phillips Financial Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Phillips Financial 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 Q1	–	Sell	-50	Closed	-$2.44K	–	263
2024 Q4	$2.44K	Hold	50	–	–	﹤0.01%	256
2024 Q3	$2.44K	Hold	50	–	–	﹤0.01%	269
2024 Q2	$2.3K	Sell	50 -166	-77%	-$7.44K	﹤0.01%	262
2024 Q1	$10.1K	Hold	216	–	–	﹤0.01%	240
2023 Q4	$9.81K	Hold	216	–	–	﹤0.01%	223
2023 Q3	$8.32K	Hold	216	–	–	﹤0.01%	224
2023 Q2	$8.17K	Sell	216 -1,739	-89%	-$62.1K	﹤0.01%	220
2023 Q1	$71.1K	Hold	1,955	–	–	0.01%	183
2022 Q4	$64.6K	Hold	1,955	–	–	0.01%	171
2022 Q3	$66K	Buy	+1,955	New	+$71.7K	0.01%	164

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

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

WBG

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Phillips Financial Management's IHAK Position: Q1 2025 in Review

Phillips Financial Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2025, closing a stake of 50 shares — an estimated $2.44K sold.

Phillips Financial Management first reported a position in IHAK in Q3 2022 and held it in 10 quarters. The position peaked at $71.1K in Q1 2023. 175 funds tracked by Wall St. Rank hold IHAK as of Q1 2025.

Phillips Financial Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2025 after selling out during the quarter.
Phillips Financial Management sold 50 iShares Cybersecurity and Tech ETF shares in Q1 2025, an estimated $2.44K.
Phillips Financial Management first reported a position in iShares Cybersecurity and Tech ETF in Q3 2022 and held it in 10 quarters.
Phillips Financial Management's iShares Cybersecurity and Tech ETF position peaked at $71.1K in Q1 2023.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2025.

Based on Phillips Financial Management's 13F filing for Q1 2025, filed 30 Apr 2025.