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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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.