Benjamin F. Edwards & Company’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$42K	Hold	924	–	–	﹤0.01%	1373
2024 Q1	$43K	Hold	924	–	–	﹤0.01%	1346
2023 Q4	$42K	Sell	924 -800	-46%	-$32.5K	﹤0.01%	1297
2023 Q3	$66K	Hold	1,724	–	–	﹤0.01%	1007
2023 Q2	$65K	Sell	1,724 -1,031	-37%	-$36.8K	﹤0.01%	1020
2023 Q1	$100K	Hold	2,755	–	–	﹤0.01%	909
2022 Q4	$91K	Buy	2,755 +1,724	+167%	+$58.8K	﹤0.01%	927
2022 Q3	$35K	Hold	1,031	–	–	﹤0.01%	1137
2022 Q2	$36K	Buy	+1,031	New	+$39.1K	﹤0.01%	1120
2020 Q4	–	Sell	-300	Closed	-$10K	–	1670
2020 Q3	$10K	Buy	+300	New	+$9.91K	﹤0.01%	1274

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

Jane Street New York $1.21T AUM 78.12% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Benjamin F. Edwards & Company's IHAK Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2024 at 924 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Benjamin F. Edwards & Company first reported a position in IHAK in Q3 2020 and has held it in 10 quarters since. The position peaked at $100K in Q1 2023. 157 funds tracked by Wall St. Rank hold IHAK as of Q2 2024.

Benjamin F. Edwards & Company held 924 shares of iShares Cybersecurity and Tech ETF worth $42K as of Q2 2024.
Benjamin F. Edwards & Company left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2024.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1373 holding.
Benjamin F. Edwards & Company first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 10 quarters since.
Benjamin F. Edwards & Company's iShares Cybersecurity and Tech ETF position peaked at $100K in Q1 2023.
157 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.