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Watts Gwilliam & Co’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Watts Gwilliam & Co’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
Q3 		$2.27M Hold
43,431
– – 0.37% 51
2025
Q2 		$2.31M Sell
43,431
-1,547
-3% -$77K 0.38% 52
2025
Q1 		$2.11M Buy
44,978
+294
+0.7% +$14.6K 0.46% 48
2024
Q4 		$2.19M Sell
44,684
-9,701
-18% -$484K 0.46% 46
2024
Q3 		$2.64M Buy
+54,385
New +$2.55M 0.57% 39
2024
Q1 		$2.29M Buy
+50,741
New +$2.38M 0.71% 31

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
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Watts Gwilliam & Co's IHAK Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q3 2025 at 43,431 shares worth $2.27M. The position accounts for 0.37% of the portfolio, ranked #51.

Watts Gwilliam & Co first reported a position in IHAK in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.64M in Q3 2024. 184 funds tracked by Wall St. Rank hold IHAK as of Q3 2025.

  • Watts Gwilliam & Co held 43,431 shares of iShares Cybersecurity and Tech ETF worth $2.27M as of Q3 2025.
  • Watts Gwilliam & Co left its iShares Cybersecurity and Tech ETF share count unchanged in Q3 2025.
  • iShares Cybersecurity and Tech ETF made up 0.37% of Watts Gwilliam & Co's portfolio in Q3 2025, its #51 holding.
  • Watts Gwilliam & Co first reported a position in iShares Cybersecurity and Tech ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Cybersecurity and Tech ETF position peaked at $2.64M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.