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Next Financial Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Next Financial Group’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
2021
Q4 		$9K Hold
194
– – ﹤0.01% 2221
2021
Q3 		$8K Hold
194
– – ﹤0.01% 2094
2021
Q2 		$8K Sell
194
-99
-34% -$4.05K ﹤0.01% 2059
2021
Q1 		$11K Buy
+293
New +$11.9K ﹤0.01% 1855

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's IHAK Position: Q4 2021 in Review

Next Financial Group held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q4 2021 at 194 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Next Financial Group first reported a position in IHAK in Q1 2021 and has held it in 4 quarters since. The position peaked at $11K in Q1 2021. 125 funds tracked by Wall St. Rank hold IHAK as of Q4 2021.

  • Next Financial Group held 194 shares of iShares Cybersecurity and Tech ETF worth $9K as of Q4 2021.
  • Next Financial Group left its iShares Cybersecurity and Tech ETF share count unchanged in Q4 2021.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2221 holding.
  • Next Financial Group first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's iShares Cybersecurity and Tech ETF position peaked at $11K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.