AF
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Affiance Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-154
Closed -$5.08K – 240
2022
Q4 		$5.08K Buy
+154
New +$5.25K ﹤0.01% 337

Other funds holding IHAK

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Affiance Financial's IHAK Position: Q1 2023 in Review

Affiance Financial sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2023, closing a stake of 154 shares — an estimated $5.08K sold.

Affiance Financial first reported a position in IHAK in Q4 2022 and held it in 1 quarter. The position peaked at $5.08K in Q4 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q1 2023.

  • Affiance Financial reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 154 iShares Cybersecurity and Tech ETF shares in Q1 2023, an estimated $5.08K.
  • Affiance Financial first reported a position in iShares Cybersecurity and Tech ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's iShares Cybersecurity and Tech ETF position peaked at $5.08K in Q4 2022.
  • 142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.