Baker Tilly Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Baker Tilly Wealth Management’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
2024 Q1	–	Sell	-12,960	Closed	-$589K	–	440
2023 Q4	$589K	Sell	12,960 -400	-3%	-$16.2K	0.1%	239
2023 Q3	$514K	Sell	13,360 -2,005	-13%	-$77.1K	0.08%	252
2023 Q2	$581K	Sell	15,365 -1,346	-8%	-$48.1K	0.06%	300
2023 Q1	$607K	Sell	16,711 -575	-3%	-$19.8K	0.07%	289
2022 Q4	$571K	Sell	17,286 -3,425	-17%	-$117K	0.07%	289
2022 Q3	$703K	Hold	20,711	–	–	0.1%	227
2022 Q2	$726K	Sell	20,711 -4,700	-18%	-$178K	0.1%	226
2022 Q1	$1.08M	Hold	25,411	–	–	0.12%	180
2021 Q4	$1.13M	Sell	25,411 -315	-1%	-$14.3K	0.12%	175
2021 Q3	$1.12M	Hold	25,726	–	–	0.15%	143
2021 Q2	$1.11M	Buy	25,726 +500	+2%	+$20.5K	0.18%	128
2021 Q1	$964K	Buy	25,226 +17,621	+232%	+$714K	0.2%	125
2020 Q4	$307K	Buy	+7,605	New	+$266K	0.09%	236

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Baker Tilly Wealth Management's IHAK Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2024, closing a stake of 12,960 shares — an estimated $589K sold.

Baker Tilly Wealth Management first reported a position in IHAK in Q4 2020 and held it in 13 quarters. The position peaked at $1.13M in Q4 2021. 161 funds tracked by Wall St. Rank hold IHAK as of Q1 2024.

Baker Tilly Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 12,960 iShares Cybersecurity and Tech ETF shares in Q1 2024, an estimated $589K.
Baker Tilly Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2020 and held it in 13 quarters.
Baker Tilly Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $1.13M in Q4 2021.
161 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.