CJ
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Caitlin John’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Caitlin John’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
Q3 		– Sell
-149
Closed -$6.85K – 902
2024
Q2 		$6.85K Sell
149
-29
-16% -$1.3K ﹤0.01% 512
2024
Q1 		$8.34K Hold
178
– – 0.01% 485
2023
Q4 		$8.09K Buy
+178
New +$7.22K 0.01% 473

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Caitlin John's IHAK Position: Q3 2024 in Review

Caitlin John sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2024, closing a stake of 149 shares — an estimated $6.85K sold.

Caitlin John first reported a position in IHAK in Q4 2023 and held it in 3 quarters. The position peaked at $8.34K in Q1 2024. 156 funds tracked by Wall St. Rank hold IHAK as of Q3 2024.

  • Caitlin John reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Caitlin John sold 149 iShares Cybersecurity and Tech ETF shares in Q3 2024, an estimated $6.85K.
  • Caitlin John first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 3 quarters.
  • Caitlin John's iShares Cybersecurity and Tech ETF position peaked at $8.34K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.