CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-2,000
Closed -$70K – 3009
2022
Q2 		$70K Buy
+2,000
New +$75.8K ﹤0.01% 2481
2022
Q1 		– Sell
-135
Closed -$6K – 5009
2021
Q4 		$6K Buy
+135
New +$6.12K ﹤0.01% 3985

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors's IHAK Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2022, closing a stake of 2,000 shares — an estimated $70K sold.

CAPTRUST Financial Advisors first reported a position in IHAK in Q4 2021 and held it in 2 quarters. The position peaked at $70K in Q2 2022. 135 funds tracked by Wall St. Rank hold IHAK as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,000 iShares Cybersecurity and Tech ETF shares in Q3 2022, an estimated $70K.
  • CAPTRUST Financial Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's iShares Cybersecurity and Tech ETF position peaked at $70K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.