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Jacobi Capital Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-550
Closed -$24K – 831
2021
Q3 		$24K Hold
550
– – ﹤0.01% 818
2021
Q2 		$24K Sell
550
-100
-15% -$4.09K ﹤0.01% 789
2021
Q1 		$25K Buy
+650
New +$26.3K ﹤0.01% 733

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Flow Traders U.S.
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
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobi Capital Management's IHAK Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2021, closing a stake of 550 shares — an estimated $24K sold.

Jacobi Capital Management first reported a position in IHAK in Q1 2021 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 125 funds tracked by Wall St. Rank hold IHAK as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 550 iShares Cybersecurity and Tech ETF shares in Q4 2021, an estimated $24K.
  • Jacobi Capital Management first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 3 quarters.
  • Jacobi Capital Management's iShares Cybersecurity and Tech ETF position peaked at $25K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.