EWP
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Elevation Wealth Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Elevation Wealth Partners’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
Q4 		– Sell
-150
Closed -$7.31K – 515
2024
Q3 		$7.31K Buy
+150
New +$7.04K ﹤0.01% 374

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's IHAK Position: Q4 2024 in Review

Elevation Wealth Partners sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 150 shares — an estimated $7.31K sold.

Elevation Wealth Partners first reported a position in IHAK in Q3 2024 and held it in 1 quarter. The position peaked at $7.31K in Q3 2024. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • Elevation Wealth Partners reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 150 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $7.31K.
  • Elevation Wealth Partners first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's iShares Cybersecurity and Tech ETF position peaked at $7.31K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.