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Mine & Arao Wealth Creation & Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-1,850
Closed -$86.7K – 212
2024
Q1 		$86.7K Hold
1,850
– – 0.04% 111
2023
Q4 		$84K Hold
1,850
– – 0.05% 113
2023
Q3 		$71.2K Hold
1,850
– – 0.04% 115
2023
Q2 		$70K Sell
1,850
-300
-14% -$10.7K 0.04% 121
2023
Q1 		$78.2K Hold
2,150
– – 0.05% 117
2022
Q4 		$71K Hold
2,150
– – 0.05% 117
2022
Q3 		$73K Hold
2,150
– – 0.05% 114
2022
Q2 		$75K Hold
2,150
– – 0.05% 116
2022
Q1 		$92K Hold
2,150
– – 0.05% 116
2021
Q4 		$96K Hold
2,150
– – 0.05% 114
2021
Q3 		$93K Buy
2,150
+450
+26% +$19.9K 0.06% 106
2021
Q2 		$73K Hold
1,700
– – 0.04% 120
2021
Q1 		$65K Hold
1,700
– – 0.04% 123
2020
Q4 		$69K Hold
1,700
– – 0.05% 114
2020
Q3 		$56K Buy
+1,700
New +$56.2K 0.05% 115

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IHAK Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2024, closing a stake of 1,850 shares — an estimated $86.7K sold.

Mine & Arao Wealth Creation & Management first reported a position in IHAK in Q3 2020 and held it in 15 quarters. The position peaked at $96K in Q4 2021. 157 funds tracked by Wall St. Rank hold IHAK as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,850 iShares Cybersecurity and Tech ETF shares in Q2 2024, an estimated $86.7K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and held it in 15 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Cybersecurity and Tech ETF position peaked at $96K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.