NWM
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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

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UBS Group
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WBG
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Jane Street
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Commonwealth Equity Services
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OAM
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Osaic Holdings
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return