Keel Point’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Keel Point’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	-14,383	Closed	-$475K	–	315
2022 Q4	$475K	Sell	14,383 -17,259	-55%	-$589K	0.07%	170
2022 Q3	$1.07M	Buy	31,642 +3,432	+12%	+$126K	0.18%	92
2022 Q2	$1.1M	Buy	28,210 +6,728	+31%	+$255K	0.17%	90
2022 Q1	$917K	Buy	21,482 +9,350	+77%	+$382K	0.14%	104
2021 Q4	$541K	Buy	+12,132	New	+$550K	0.06%	146

Other funds holding IHAK

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

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

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 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

Keel Point's IHAK Position: Q1 2023 in Review

Keel Point sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2023, closing a stake of 14,383 shares — an estimated $475K sold.

Keel Point first reported a position in IHAK in Q4 2021 and held it in 5 quarters. The position peaked at $1.1M in Q2 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q1 2023.

Keel Point reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2023 after selling out during the quarter.
Keel Point sold 14,383 iShares Cybersecurity and Tech ETF shares in Q1 2023, an estimated $475K.
Keel Point first reported a position in iShares Cybersecurity and Tech ETF in Q4 2021 and held it in 5 quarters.
Keel Point's iShares Cybersecurity and Tech ETF position peaked at $1.1M in Q2 2022.
142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2023.

Based on Keel Point's 13F filing for Q1 2023, filed 3 Apr 2023.