Valley Financial Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Valley Financial 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	–	Sell	-7,329	Closed	-$384K	–	67
2025 Q3	$384K	Sell	7,329 -42	-0.6%	-$2.18K	0.22%	41
2025 Q2	$392K	Sell	7,371 -137	-2%	-$6.82K	0.24%	39
2025 Q1	$353K	Sell	7,508 -601	-7%	-$29.9K	0.23%	38
2024 Q4	$396K	Sell	8,109 -2	-0%	-$100	0.28%	38
2024 Q3	$395K	Sell	8,111 -74	-0.9%	-$3.48K	0.28%	37
2024 Q2	$376K	Buy	8,185 +142	+2%	+$6.37K	0.28%	37
2024 Q1	$377K	Sell	8,043 -376	-4%	-$17.6K	0.29%	37
2023 Q4	$382K	Buy	+8,419	New	+$342K	0.3%	40

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

Valley Financial Group's IHAK Position: Q4 2025 in Review

Valley Financial Group sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2025, closing a stake of 7,329 shares — an estimated $384K sold.

Valley Financial Group first reported a position in IHAK in Q4 2023 and held it in 8 quarters. The position peaked at $396K in Q4 2024. 175 funds tracked by Wall St. Rank hold IHAK as of Q4 2025.

Valley Financial Group reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2025 after selling out during the quarter.
Valley Financial Group sold 7,329 iShares Cybersecurity and Tech ETF shares in Q4 2025, an estimated $384K.
Valley Financial Group first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 8 quarters.
Valley Financial Group's iShares Cybersecurity and Tech ETF position peaked at $396K in Q4 2024.
175 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2025.

Based on Valley Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.