Evolution Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Evolution Wealth 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
2022 Q4	–	Sell	-12,305	Closed	-$418K	–	122
2022 Q3	$418K	Hold	12,305	–	–	0.11%	76
2022 Q2	$431K	Buy	+12,305	New	+$467K	0.11%	75

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

OAM

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

LCM

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

Evolution Wealth Advisors's IHAK Position: Q4 2022 in Review

Evolution Wealth Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2022, closing a stake of 12,305 shares — an estimated $418K sold.

Evolution Wealth Advisors first reported a position in IHAK in Q2 2022 and held it in 2 quarters. The position peaked at $431K in Q2 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q4 2022.

Evolution Wealth Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 12,305 iShares Cybersecurity and Tech ETF shares in Q4 2022, an estimated $418K.
Evolution Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q2 2022 and held it in 2 quarters.
Evolution Wealth Advisors's iShares Cybersecurity and Tech ETF position peaked at $431K in Q2 2022.
142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2022.

Based on Evolution Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.