Heritage Wealth Management (Arizona)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$379K	Buy	11,464 +5,622	+96%	+$192K	0.05%	267
2022 Q3	$198K	Sell	5,842 -300	-5%	-$11K	0.06%	226
2022 Q2	$215K	Hold	6,142	–	–	0.07%	226
2022 Q1	$262K	Buy	+6,142	New	+$251K	0.07%	216
2021 Q3	$257K	Buy	5,917 +180	+3%	+$7.97K	0.09%	174
2021 Q2	$248K	Buy	5,737 +725	+14%	+$29.7K	0.09%	191
2021 Q1	$191K	Buy	+5,012	New	+$203K	0.11%	169

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s IHAK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 96% in Q4 2022, buying an estimated $192K and bringing the position to 11,464 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #267.

Heritage Wealth Management (Arizona) first reported a position in IHAK in Q1 2021 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold IHAK as of Q4 2022.

Heritage Wealth Management (Arizona) held 11,464 shares of iShares Cybersecurity and Tech ETF worth $379K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5,622 iShares Cybersecurity and Tech ETF shares in Q4 2022, an estimated $192K.
iShares Cybersecurity and Tech ETF made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #267 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.