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Carroll Financial Associates’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$15K Hold
343
– – ﹤0.01% 1057
2021
Q3 		$14K Hold
343
– – ﹤0.01% 1094
2021
Q2 		$14K Buy
343
+167
+95% +$6.83K ﹤0.01% 1187
2021
Q1 		$6K Buy
+176
New +$7.13K ﹤0.01% 1335

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carroll Financial Associates's IHAK Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q4 2021 at 343 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Carroll Financial Associates first reported a position in IHAK in Q1 2021 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold IHAK as of Q4 2021.

  • Carroll Financial Associates held 343 shares of iShares Cybersecurity and Tech ETF worth $15K as of Q4 2021.
  • Carroll Financial Associates left its iShares Cybersecurity and Tech ETF share count unchanged in Q4 2021.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1057 holding.
  • Carroll Financial Associates first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.