RWPA
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Richard W. Paul & Associates’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Richard W. Paul & Associates’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
2026
Q1 		$1.7K Hold
39
– – ﹤0.01% 273
2025
Q4 		$1.88K Sell
39
-51
-57% -$2.58K ﹤0.01% 263
2025
Q3 		$4.71K Sell
90
-92
-51% -$4.77K ﹤0.01% 247
2025
Q2 		$9.68K Buy
182
+9
+5% +$448 ﹤0.01% 242
2025
Q1 		$8.13K Sell
173
-64
-27% -$3.18K ﹤0.01% 243
2024
Q4 		$11.6K Sell
237
-38
-14% -$1.9K ﹤0.01% 297
2024
Q3 		$13.4K Sell
275
-8
-3% -$376 ﹤0.01% 290
2024
Q2 		$13K Sell
283
-121
-30% -$5.42K 0.01% 289
2024
Q1 		$18.9K Sell
404
-256
-39% -$12K 0.01% 268
2023
Q4 		$30K Buy
+660
New +$26.8K 0.01% 229

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return