Carolina Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Carolina Wealth 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
2024 Q4	–	Sell	-61	Closed	-$2.97K	–	322
2024 Q3	$2.97K	Hold	61	–	–	﹤0.01%	261
2024 Q2	$2.8K	Hold	61	–	–	﹤0.01%	184
2024 Q1	$2.86K	Hold	61	–	–	﹤0.01%	190
2023 Q4	$2.77K	Hold	61	–	–	﹤0.01%	199
2023 Q3	$2.35K	Hold	61	–	–	﹤0.01%	214
2023 Q2	$2.31K	Hold	61	–	–	﹤0.01%	210
2023 Q1	$2.22K	Hold	61	–	–	﹤0.01%	215
2022 Q4	$2K	Hold	61	–	–	﹤0.01%	204
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	210
2022 Q2	$2K	Hold	61	–	–	﹤0.01%	236
2022 Q1	$3K	Hold	61	–	–	﹤0.01%	234
2021 Q4	$3K	Hold	61	–	–	﹤0.01%	235
2021 Q3	$3K	Hold	61	–	–	﹤0.01%	228
2021 Q2	$3K	Hold	61	–	–	﹤0.01%	250
2021 Q1	$2K	Hold	61	–	–	﹤0.01%	278
2020 Q4	$2K	Hold	61	–	–	﹤0.01%	217
2020 Q3	$2K	Buy	+61	New	+$2.02K	﹤0.01%	195

Other funds holding IHAK

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Carolina Wealth Advisors's IHAK Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 61 shares — an estimated $2.97K sold.

Carolina Wealth Advisors first reported a position in IHAK in Q3 2020 and held it in 17 quarters. The position peaked at $3K in Q1 2022. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

Carolina Wealth Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 61 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $2.97K.
Carolina Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and held it in 17 quarters.
Carolina Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $3K in Q1 2022.
173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.