Core Wealth Advisors (Florida)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-55	Closed	-$2.58K	–	134
2024 Q1	$2.58K	Hold	55	–	–	﹤0.01%	239
2023 Q4	$2.5K	Hold	55	–	–	﹤0.01%	238
2023 Q3	$2.12K	Hold	55	–	–	﹤0.01%	218
2023 Q2	$2.08K	Sell	55 -60	-52%	-$2.14K	﹤0.01%	218
2023 Q1	$4.18K	Sell	115 -3,207	-97%	-$110K	﹤0.01%	204
2022 Q4	$110K	Sell	3,322 -4,201	-56%	-$143K	0.05%	57
2022 Q3	$255K	Buy	7,523 +1,035	+16%	+$37.9K	0.15%	30
2022 Q2	$227K	Sell	6,488 -74	-1%	-$2.81K	0.14%	31
2022 Q1	$280K	Buy	6,562 +2,129	+48%	+$86.9K	0.16%	36
2021 Q4	$198K	Buy	4,433 +1,543	+53%	+$70K	0.12%	39
2021 Q3	$126K	Buy	2,890 +1,650	+133%	+$73.1K	0.08%	54
2021 Q2	$54K	Buy	1,240 +595	+92%	+$24.3K	0.04%	68
2021 Q1	$25K	Buy	+645	New	+$26.1K	0.02%	85

Other funds holding IHAK

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 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

Core Wealth Advisors (Florida)'s IHAK Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2024, closing a stake of 55 shares — an estimated $2.58K sold.

Core Wealth Advisors (Florida) first reported a position in IHAK in Q1 2021 and held it in 13 quarters. The position peaked at $280K in Q1 2022. 157 funds tracked by Wall St. Rank hold IHAK as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 55 iShares Cybersecurity and Tech ETF shares in Q2 2024, an estimated $2.58K.
Core Wealth Advisors (Florida) first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 13 quarters.
Core Wealth Advisors (Florida)'s iShares Cybersecurity and Tech ETF position peaked at $280K in Q1 2022.
157 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.