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Latitude Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Latitude Advisors’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
Q2 		– Sell
-9,928
Closed -$424K – 217
2022
Q1 		$424K Buy
9,928
+2,818
+40% +$115K 0.1% 208
2021
Q4 		$317K Sell
7,110
-100
-1% -$4.54K 0.09% 217
2021
Q3 		$313K Buy
+7,210
New +$319K 0.1% 199

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
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Latitude Advisors's IHAK Position: Q2 2022 in Review

Latitude Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2022, closing a stake of 9,928 shares — an estimated $424K sold.

Latitude Advisors first reported a position in IHAK in Q3 2021 and held it in 3 quarters. The position peaked at $424K in Q1 2022. 140 funds tracked by Wall St. Rank hold IHAK as of Q2 2022.

  • Latitude Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 9,928 iShares Cybersecurity and Tech ETF shares in Q2 2022, an estimated $424K.
  • Latitude Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and held it in 3 quarters.
  • Latitude Advisors's iShares Cybersecurity and Tech ETF position peaked at $424K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.