Column Capital Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Column Capital 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
2023 Q3	$15.4K	Hold	400	–	–	﹤0.01%	469
2023 Q2	$15.1K	Hold	400	–	–	﹤0.01%	471
2023 Q1	$14.5K	Hold	400	–	–	﹤0.01%	487
2022 Q4	$13.2K	Buy	400 +200	+100%	+$6.82K	﹤0.01%	477
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	514
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	526
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	517
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	521
2021 Q3	$9K	Buy	+200	New	+$8.86K	﹤0.01%	482

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

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

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

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

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Column Capital Advisors's IHAK Position: Q3 2023 in Review

Column Capital Advisors held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q3 2023 at 400 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Column Capital Advisors first reported a position in IHAK in Q3 2021 and has held it in 9 quarters since. 137 funds tracked by Wall St. Rank hold IHAK as of Q3 2023.

Column Capital Advisors held 400 shares of iShares Cybersecurity and Tech ETF worth $15.4K as of Q3 2023.
Column Capital Advisors left its iShares Cybersecurity and Tech ETF share count unchanged in Q3 2023.
iShares Cybersecurity and Tech ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #469 holding.
Column Capital Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and has held it in 9 quarters since.
137 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.