Retirement Planning Group (New York)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Retirement Planning Group (New York)’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 Q4	–	Sell	-3,921	Closed	-$205K	–	88
2025 Q3	$205K	Hold	3,921	–	–	0.15%	86
2025 Q2	$209K	Buy	+3,921	New	+$195K	0.18%	76
2025 Q1	–	Sell	-4,371	Closed	-$213K	–	72
2024 Q4	$213K	Buy	+4,371	New	+$218K	0.23%	62

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 $377B AUM 19.32% 1-Year Est. Return

WBG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

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

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Retirement Planning Group (New York)'s IHAK Position: Q4 2025 in Review

Retirement Planning Group (New York) sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025, closing a stake of 3,921 shares — an estimated $205K sold.

Retirement Planning Group (New York) first reported a position in IHAK in Q4 2024 and held it in 3 quarters. The position peaked at $213K in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

Retirement Planning Group (New York) reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2025 after selling out during the quarter.
Retirement Planning Group (New York) sold 3,921 iShares Cybersecurity and Tech ETF shares in Q4 2025, an estimated $205K.
Retirement Planning Group (New York) first reported a position in iShares Cybersecurity and Tech ETF in Q4 2024 and held it in 3 quarters.
Retirement Planning Group (New York)'s iShares Cybersecurity and Tech ETF position peaked at $213K in Q4 2024.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on Retirement Planning Group (New York)'s 13F filing for Q4 2025, filed 2 Feb 2026.