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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 $528B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return