Valeo Financial Advisors
IHAK icon

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
2026
Q3 		$216K Buy
+3,197
New +$205K ﹤0.01% 754
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

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Valeo Financial Advisors's IHAK Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in iShares Cybersecurity and Tech ETF (IHAK) in Q3 2026: 3,197 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IHAK as recently as Q3 2025.

Valeo Financial Advisors first reported a position in IHAK in Q3 2020 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold IHAK as of Q3 2026.

  • Valeo Financial Advisors held 3,197 shares of iShares Cybersecurity and Tech ETF worth $216K as of Q3 2026.
  • iShares Cybersecurity and Tech ETF was a new Valeo Financial Advisors position in Q3 2026.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #754 holding.
  • Valeo Financial Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.