CI
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CX Institutional’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

CX Institutional’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
Q1 		– Sell
-28,267
Closed -$933K – 528
2022
Q4 		$933K Sell
28,267
-1,850
-6% -$63.1K 0.06% 286
2022
Q3 		$1.02M Buy
30,117
+13,589
+82% +$498K 0.07% 253
2022
Q2 		$578K Sell
16,528
-9,117
-36% -$346K 0.04% 318
2022
Q1 		$1.09M Buy
25,645
+868
+4% +$35.4K 0.09% 211
2021
Q4 		$1.1M Sell
24,777
-7,659
-24% -$347K 0.09% 196
2021
Q3 		$1.41M Buy
32,436
+5,988
+23% +$265K 0.12% 186
2021
Q2 		$1.14M Sell
26,448
-7,958
-23% -$326K 0.09% 198
2021
Q1 		$1.31M Buy
34,406
+2,506
+8% +$102K 0.12% 181
2020
Q4 		$1.29M Buy
+31,900
New +$1.11M 0.12% 179

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 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 $32.7B AUM 19.2% 1-Year Est. Return