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

Mutual 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
2023 Q3	–	Sell	-58,231	Closed	-$2.2M	–	1015
2023 Q2	$2.2M	Buy	+58,231	New	+$2.08M	0.08%	235
2022 Q1	–	Sell	-23,301	Closed	-$1.04M	–	902
2021 Q4	$1.04M	Buy	23,301 +5,634	+32%	+$256K	0.06%	373
2021 Q3	$768K	Buy	+17,667	New	+$783K	0.05%	418

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mutual Advisors's IHAK Position: Q3 2023 in Review

Mutual Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2023, closing a stake of 58,231 shares — an estimated $2.2M sold.

Mutual Advisors first reported a position in IHAK in Q3 2021 and held it in 3 quarters. The position peaked at $2.2M in Q2 2023. 137 funds tracked by Wall St. Rank hold IHAK as of Q3 2023.

Mutual Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 58,231 iShares Cybersecurity and Tech ETF shares in Q3 2023, an estimated $2.2M.
Mutual Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2021 and held it in 3 quarters.
Mutual Advisors's iShares Cybersecurity and Tech ETF position peaked at $2.2M in Q2 2023.
137 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.