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

PSI 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	-20	Closed	-$940	–	376
2025 Q1	$940	Hold	20	–	–	﹤0.01%	647
2024 Q4	$976	Buy	+20	New	+$997	﹤0.01%	778
2024 Q2	–	Sell	-26	Closed	-$1.22K	–	889
2024 Q1	$1.22K	Sell	26 -1	-4%	-$47	﹤0.01%	693
2023 Q4	$1.19K	Buy	27 +1	+4%	+$41	﹤0.01%	750
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	737
2023 Q2	$986	Hold	26	–	–	﹤0.01%	725
2023 Q1	$947	Hold	26	–	–	﹤0.01%	676
2022 Q4	$861	Hold	26	–	–	﹤0.01%	675
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	693
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	723
2022 Q1	$1K	Buy	+26	New	+$1.06K	﹤0.01%	671

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return