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Global Financial Private Client’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Global Financial Private Client’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
Q1 		– Sell
-75
Closed -$2.48K – 693
2022
Q4 		$2.48K Sell
75
-7,059
-99% -$241K ﹤0.01% 539
2022
Q3 		$247K Sell
7,134
-1
-0% -$37 0.14% 127
2022
Q2 		$254K Buy
+7,135
New +$271K 0.14% 122

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 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

Global Financial Private Client's IHAK Position: Q1 2023 in Review

Global Financial Private Client sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2023, closing a stake of 75 shares — an estimated $2.48K sold.

Global Financial Private Client first reported a position in IHAK in Q2 2022 and held it in 3 quarters. The position peaked at $254K in Q2 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q1 2023.

  • Global Financial Private Client reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Global Financial Private Client sold 75 iShares Cybersecurity and Tech ETF shares in Q1 2023, an estimated $2.48K.
  • Global Financial Private Client first reported a position in iShares Cybersecurity and Tech ETF in Q2 2022 and held it in 3 quarters.
  • Global Financial Private Client's iShares Cybersecurity and Tech ETF position peaked at $254K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2023.

Based on Global Financial Private Client's 13F filing for Q1 2023, filed 16 May 2024.