Clearstead Trust’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Clearstead Trust’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	-373	Closed	-$13K	–	377
2022 Q2	$13K	Buy	373 +339	+997%	+$12.9K	0.01%	144
2022 Q1	$5K	Buy	+34	New	+$1.39K	﹤0.01%	167

Other funds holding IHAK

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Clearstead Trust's IHAK Position: Q3 2022 in Review

Clearstead Trust sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2022, closing a stake of 373 shares — an estimated $13K sold.

Clearstead Trust first reported a position in IHAK in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 135 funds tracked by Wall St. Rank hold IHAK as of Q3 2022.

Clearstead Trust reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2022 after selling out during the quarter.
Clearstead Trust sold 373 iShares Cybersecurity and Tech ETF shares in Q3 2022, an estimated $13K.
Clearstead Trust first reported a position in iShares Cybersecurity and Tech ETF in Q1 2022 and held it in 2 quarters.
Clearstead Trust's iShares Cybersecurity and Tech ETF position peaked at $13K in Q2 2022.
135 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2022.

Based on Clearstead Trust's 13F filing for Q3 2022, filed 14 Nov 2022.