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D.A. Davidson & Co’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

D.A. Davidson & Co’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
-52,503
Closed -$1.73M – 1376
2022
Q4 		$1.73M Buy
+52,503
New +$1.79M 0.02% 477

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

D.A. Davidson & Co's IHAK Position: Q1 2023 in Review

D.A. Davidson & Co sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2023, closing a stake of 52,503 shares — an estimated $1.73M sold.

D.A. Davidson & Co first reported a position in IHAK in Q4 2022 and held it in 1 quarter. The position peaked at $1.73M in Q4 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q1 2023.

  • D.A. Davidson & Co reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 52,503 iShares Cybersecurity and Tech ETF shares in Q1 2023, an estimated $1.73M.
  • D.A. Davidson & Co first reported a position in iShares Cybersecurity and Tech ETF in Q4 2022 and held it in 1 quarter.
  • D.A. Davidson & Co's iShares Cybersecurity and Tech ETF position peaked at $1.73M in Q4 2022.
  • 142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2023.

Based on D.A. Davidson & Co's 13F filing for Q1 2023, filed 25 Apr 2023.