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

LM 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
2024
Q1 		– Sell
-200
Closed -$9.09K – 451
2023
Q4 		$9.09K Buy
+200
New +$8.12K ﹤0.01% 537

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

LM Advisors's IHAK Position: Q1 2024 in Review

LM Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2024, closing a stake of 200 shares — an estimated $9.09K sold.

LM Advisors first reported a position in IHAK in Q4 2023 and held it in 1 quarter. The position peaked at $9.09K in Q4 2023. 161 funds tracked by Wall St. Rank hold IHAK as of Q1 2024.

  • LM Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 200 iShares Cybersecurity and Tech ETF shares in Q1 2024, an estimated $9.09K.
  • LM Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's iShares Cybersecurity and Tech ETF position peaked at $9.09K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.