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Foundations Investment Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Foundations Investment 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
2024
Q2 		– Sell
-14,587
Closed -$683K – 771
2024
Q1 		$683K Sell
14,587
-3,953
-21% -$186K 0.02% 400
2023
Q4 		$871K Buy
+18,540
New +$753K 0.02% 333

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 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

Foundations Investment Advisors's IHAK Position: Q2 2024 in Review

Foundations Investment Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2024, closing a stake of 14,587 shares — an estimated $683K sold.

Foundations Investment Advisors first reported a position in IHAK in Q4 2023 and held it in 2 quarters. The position peaked at $871K in Q4 2023. 157 funds tracked by Wall St. Rank hold IHAK as of Q2 2024.

  • Foundations Investment Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 14,587 iShares Cybersecurity and Tech ETF shares in Q2 2024, an estimated $683K.
  • Foundations Investment Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's iShares Cybersecurity and Tech ETF position peaked at $871K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.