SageView Advisory Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

SageView Advisory Group’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	$4.81K	Buy	+100	New	+$5.05K	﹤0.01%	1982
2024 Q2	–	Sell	-20,714	Closed	-$944K	–	618
2024 Q1	$944K	Buy	+20,714	New	+$972K	0.05%	206
2023 Q4	–	Sell	-7,501	Closed	-$289K	–	693
2023 Q3	$289K	Buy	7,501 +800	+12%	+$30.7K	0.02%	431
2023 Q2	$253K	Buy	6,701 +925	+16%	+$33K	0.01%	478
2023 Q1	$210K	Buy	+5,776	New	+$199K	0.01%	444

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

SageView Advisory Group's IHAK Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025: 100 shares worth $4.81K. The stake represents ﹤0.01% of the portfolio and ranks #1982 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IHAK as recently as Q1 2024.

SageView Advisory Group first reported a position in IHAK in Q1 2023 and has held it in 5 quarters since. The position peaked at $944K in Q1 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

SageView Advisory Group held 100 shares of iShares Cybersecurity and Tech ETF worth $4.81K as of Q4 2025.
iShares Cybersecurity and Tech ETF was a new SageView Advisory Group position in Q4 2025.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1982 holding.
SageView Advisory Group first reported a position in iShares Cybersecurity and Tech ETF in Q1 2023 and has held it in 5 quarters since.
SageView Advisory Group's iShares Cybersecurity and Tech ETF position peaked at $944K in Q1 2024.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.