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

Realta 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
2024
Q4 		– Sell
-11,757
Closed -$594K – 371
2024
Q3 		$594K Buy
11,757
+11,657
+11,657% +$547K 0.27% 92
2024
Q2 		$4.59K Sell
100
-13,473
-99% -$604K ﹤0.01% 726
2024
Q1 		$636K Buy
13,573
+7,000
+106% +$329K 0.13% 188
2023
Q4 		$299K Buy
+6,573
New +$267K 0.07% 313

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Realta Investment Advisors's IHAK Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 11,757 shares — an estimated $594K sold.

Realta Investment Advisors first reported a position in IHAK in Q4 2023 and held it in 4 quarters. The position peaked at $636K in Q1 2024. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • Realta Investment Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 11,757 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $594K.
  • Realta Investment Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 4 quarters.
  • Realta Investment Advisors's iShares Cybersecurity and Tech ETF position peaked at $636K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.