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Lane & Associates’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Lane & Associates’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
Q4 		– Sell
-5,300
Closed -$204K – 107
2023
Q3 		$204K Sell
5,300
-1,220
-19% -$46.9K 0.16% 101
2023
Q2 		$247K Sell
6,520
-383
-6% -$13.7K 0.2% 89
2023
Q1 		$251K Sell
6,903
-316
-4% -$10.9K 0.22% 83
2022
Q4 		$238K Buy
+7,219
New +$246K 0.23% 80

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAM
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
SC
Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Lane & Associates's IHAK Position: Q4 2023 in Review

Lane & Associates sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2023, closing a stake of 5,300 shares — an estimated $204K sold.

Lane & Associates first reported a position in IHAK in Q4 2022 and held it in 4 quarters. The position peaked at $251K in Q1 2023. 153 funds tracked by Wall St. Rank hold IHAK as of Q4 2023.

  • Lane & Associates reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Lane & Associates sold 5,300 iShares Cybersecurity and Tech ETF shares in Q4 2023, an estimated $204K.
  • Lane & Associates first reported a position in iShares Cybersecurity and Tech ETF in Q4 2022 and held it in 4 quarters.
  • Lane & Associates's iShares Cybersecurity and Tech ETF position peaked at $251K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2023.

Based on Lane & Associates's 13F filing for Q4 2023, filed 9 Apr 2024.