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

Valeo Financial 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 Q4	–	Sell	-3,924	Closed	-$205K	–	868
2025 Q3	$205K	Sell	3,924 -4	-0.1%	-$207	﹤0.01%	751
2025 Q2	$209K	Buy	+3,928	New	+$196K	0.01%	697
2021 Q2	–	Sell	-691	Closed	-$26K	–	1122
2021 Q1	$26K	Buy	691 +616	+821%	+$25K	﹤0.01%	1081
2020 Q4	$3K	Buy	75 +66	+733%	+$2.31K	﹤0.01%	1466
2020 Q3	$0	Buy	+9	New	+$297	﹤0.01%	1846

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

Valeo Financial Advisors's IHAK Position: Q4 2025 in Review

Valeo Financial Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025, closing a stake of 3,924 shares — an estimated $205K sold.

Valeo Financial Advisors first reported a position in IHAK in Q3 2020 and held it in 5 quarters. The position peaked at $209K in Q2 2025. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

Valeo Financial Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 3,924 iShares Cybersecurity and Tech ETF shares in Q4 2025, an estimated $205K.
Valeo Financial Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and held it in 5 quarters.
Valeo Financial Advisors's iShares Cybersecurity and Tech ETF position peaked at $209K in Q2 2025.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.