ARS Investment Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

ARS Investment Partners’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
2022 Q4	–	Sell	-15,206	Closed	-$516K	–	166
2022 Q3	$516K	Buy	15,206 +189	+1%	+$6.93K	0.07%	100
2022 Q2	$526K	Buy	15,017 +17	+0.1%	+$645	0.07%	99
2022 Q1	$640K	Buy	+15,000	New	+$612K	0.06%	97
2021 Q1	–	Sell	-11,279	Closed	-$455K	–	140
2020 Q4	$455K	Buy	11,279 +4,400	+64%	+$154K	0.06%	86
2020 Q3	$226K	Buy	+6,879	New	+$227K	0.04%	93

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

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

Jane Street New York $777B AUM 61.18% 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

WBG

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

OAM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCM

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

ARS Investment Partners's IHAK Position: Q4 2022 in Review

ARS Investment Partners sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2022, closing a stake of 15,206 shares — an estimated $516K sold.

ARS Investment Partners first reported a position in IHAK in Q3 2020 and held it in 5 quarters. The position peaked at $640K in Q1 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q4 2022.

ARS Investment Partners reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2022 after selling out during the quarter.
ARS Investment Partners sold 15,206 iShares Cybersecurity and Tech ETF shares in Q4 2022, an estimated $516K.
ARS Investment Partners first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and held it in 5 quarters.
ARS Investment Partners's iShares Cybersecurity and Tech ETF position peaked at $640K in Q1 2022.
142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2022.

Based on ARS Investment Partners's 13F filing for Q4 2022, filed 25 Jan 2023.