Money Concepts Capital’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Money Concepts Capital’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	-85	Closed	-$2.82K	–	1654
2022 Q4	$2.82K	Hold	85	–	–	﹤0.01%	2576
2022 Q3	$3K	Hold	85	–	–	﹤0.01%	1314
2022 Q2	$3K	Hold	85	–	–	﹤0.01%	1262
2022 Q1	$4K	Buy	85 +15	+21%	+$612	﹤0.01%	2277
2021 Q4	$3K	Buy	+70	New	+$3.17K	﹤0.01%	722

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

Money Concepts Capital's IHAK Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2023, closing a stake of 85 shares — an estimated $2.82K sold.

Money Concepts Capital first reported a position in IHAK in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q1 2023.

Money Concepts Capital reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 85 iShares Cybersecurity and Tech ETF shares in Q1 2023, an estimated $2.82K.
Money Concepts Capital first reported a position in iShares Cybersecurity and Tech ETF in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's iShares Cybersecurity and Tech ETF position peaked at $4K in Q1 2022.
142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.