Ironwood Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-350	Closed	-$15K	–	316
2021 Q3	$15K	Hold	350	–	–	﹤0.01%	315
2021 Q2	$15K	Hold	350	–	–	﹤0.01%	314
2021 Q1	$13K	Sell	350 -250	-42%	-$10.1K	﹤0.01%	312
2020 Q4	$24K	Hold	600	–	–	0.01%	228
2020 Q3	$20K	Hold	600	–	–	0.01%	193
2020 Q2	$19K	Hold	600	–	–	0.01%	187
2020 Q1	$15K	Buy	+600	New	+$16K	0.01%	181

Other funds holding IHAK

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Ironwood Financial's IHAK Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2021, closing a stake of 350 shares — an estimated $15K sold.

Ironwood Financial first reported a position in IHAK in Q1 2020 and held it in 7 quarters. The position peaked at $24K in Q4 2020. 125 funds tracked by Wall St. Rank hold IHAK as of Q4 2021.

Ironwood Financial reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 350 iShares Cybersecurity and Tech ETF shares in Q4 2021, an estimated $15K.
Ironwood Financial first reported a position in iShares Cybersecurity and Tech ETF in Q1 2020 and held it in 7 quarters.
Ironwood Financial's iShares Cybersecurity and Tech ETF position peaked at $24K in Q4 2020.
125 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.