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Advisor OS’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Advisor OS’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
2021
Q4 		– Sell
-92,264
Closed -$4.01M – 246
2021
Q3 		$4.01M Buy
+92,264
New +$4.09M 0.87% 23

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's IHAK Position: Q4 2021 in Review

Advisor OS sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2021, closing a stake of 92,264 shares — an estimated $4.01M sold.

Advisor OS first reported a position in IHAK in Q3 2021 and held it in 1 quarter. The position peaked at $4.01M in Q3 2021. 125 funds tracked by Wall St. Rank hold IHAK as of Q4 2021.

  • Advisor OS reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Advisor OS sold 92,264 iShares Cybersecurity and Tech ETF shares in Q4 2021, an estimated $4.01M.
  • Advisor OS first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and held it in 1 quarter.
  • Advisor OS's iShares Cybersecurity and Tech ETF position peaked at $4.01M in Q3 2021.
  • 125 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2021.

Based on Advisor OS's 13F filing for Q4 2021, filed 4 Feb 2022.