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Baldrige Asset Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Baldrige Asset 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
2022
Q1 		– Sell
-502
Closed -$22K – 330
2021
Q4 		$22K Buy
502
+272
+118% +$12.3K 0.01% 226
2021
Q3 		$10K Hold
230
– – ﹤0.01% 278
2021
Q2 		$10K Buy
+230
New +$9.41K ﹤0.01% 287

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldrige Asset Management's IHAK Position: Q1 2022 in Review

Baldrige Asset Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2022, closing a stake of 502 shares — an estimated $22K sold.

Baldrige Asset Management first reported a position in IHAK in Q2 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 134 funds tracked by Wall St. Rank hold IHAK as of Q1 2022.

  • Baldrige Asset Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Baldrige Asset Management sold 502 iShares Cybersecurity and Tech ETF shares in Q1 2022, an estimated $22K.
  • Baldrige Asset Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and held it in 3 quarters.
  • Baldrige Asset Management's iShares Cybersecurity and Tech ETF position peaked at $22K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.