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Northwest Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Northwest Wealth 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
-4,451
Closed -$209K – 172
2024
Q1 		$209K Hold
4,451
– – 0.06% 162
2023
Q4 		$202K Buy
+4,451
New +$181K 0.06% 156

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
OAM
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

Northwest Wealth Management's IHAK Position: Q2 2024 in Review

Northwest Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2024, closing a stake of 4,451 shares — an estimated $209K sold.

Northwest Wealth Management first reported a position in IHAK in Q4 2023 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 157 funds tracked by Wall St. Rank hold IHAK as of Q2 2024.

  • Northwest Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 4,451 iShares Cybersecurity and Tech ETF shares in Q2 2024, an estimated $209K.
  • Northwest Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $209K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2024.

Based on Northwest Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.