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First Capital Advisors Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

First Capital Advisors Group’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
Q2 		$1.89K Hold
50
– – ﹤0.01% 815
2023
Q1 		$1.82K Hold
50
– – ﹤0.01% 203
2022
Q4 		$1.65K Hold
50
– – ﹤0.01% 214
2022
Q3 		$2K Buy
+50
New +$1.83K ﹤0.01% 203

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Commonwealth Equity Services
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return

First Capital Advisors Group's IHAK Position: Q2 2023 in Review

First Capital Advisors Group held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q2 2023 at 50 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

First Capital Advisors Group first reported a position in IHAK in Q3 2022 and has held it in 4 quarters since. The position peaked at $2K in Q3 2022. 136 funds tracked by Wall St. Rank hold IHAK as of Q2 2023.

  • First Capital Advisors Group held 50 shares of iShares Cybersecurity and Tech ETF worth $1.89K as of Q2 2023.
  • First Capital Advisors Group left its iShares Cybersecurity and Tech ETF share count unchanged in Q2 2023.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #815 holding.
  • First Capital Advisors Group first reported a position in iShares Cybersecurity and Tech ETF in Q3 2022 and has held it in 4 quarters since.
  • First Capital Advisors Group's iShares Cybersecurity and Tech ETF position peaked at $2K in Q3 2022.
  • 136 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.