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Gilliland Jeter Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Gilliland Jeter Wealth Management’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
-862
Closed -$42K – 393
2024
Q3 		$42K Hold
862
– – 0.01% 321
2024
Q2 		$39.6K Sell
862
-432
-33% -$19.4K 0.01% 316
2024
Q1 		$60.6K Buy
+1,294
New +$60.7K 0.02% 271

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

Gilliland Jeter Wealth Management's IHAK Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 862 shares — an estimated $42K sold.

Gilliland Jeter Wealth Management first reported a position in IHAK in Q1 2024 and held it in 3 quarters. The position peaked at $60.6K in Q1 2024. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 862 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $42K.
  • Gilliland Jeter Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $60.6K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.