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GoalVest Advisory’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

GoalVest Advisory’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 		– Sell
-20
Closed -$727 – 387
2023
Q1 		$727 Buy
+20
New +$687 ﹤0.01% 240

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
Oppenheimer Asset Management
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

GoalVest Advisory's IHAK Position: Q2 2023 in Review

GoalVest Advisory sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2023, closing a stake of 20 shares — an estimated $727 sold.

GoalVest Advisory first reported a position in IHAK in Q1 2023 and held it in 1 quarter. The position peaked at $727 in Q1 2023. 136 funds tracked by Wall St. Rank hold IHAK as of Q2 2023.

  • GoalVest Advisory reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2023 after selling out during the quarter.
  • GoalVest Advisory sold 20 iShares Cybersecurity and Tech ETF shares in Q2 2023, an estimated $727.
  • GoalVest Advisory first reported a position in iShares Cybersecurity and Tech ETF in Q1 2023 and held it in 1 quarter.
  • GoalVest Advisory's iShares Cybersecurity and Tech ETF position peaked at $727 in Q1 2023.
  • 136 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.