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Ogorek Anthony Joseph’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Ogorek Anthony Joseph’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
Q4 		– Sell
-416
Closed -$20K – 303
2024
Q3 		$20K Hold
416
– – 0.01% 174
2024
Q2 		$19K Hold
416
– – 0.01% 168
2024
Q1 		$19K Hold
416
– – 0.01% 168
2023
Q4 		$18K Hold
416
– – 0.01% 176
2023
Q3 		$16K Hold
416
– – 0.01% 181
2023
Q2 		$15K Hold
416
– – 0.01% 178
2023
Q1 		$15K Sell
416
-72
-15% -$2.48K 0.01% 172
2022
Q4 		$16K Buy
488
+72
+17% +$2.46K 0.01% 136
2022
Q3 		$14K Hold
416
– – 0.01% 135
2022
Q2 		$14K Sell
416
-845
-67% -$32K 0.01% 140
2022
Q1 		$53K Sell
1,261
-156,967
-99% -$6.4M 0.02% 75
2021
Q4 		$7.06M Sell
158,228
-10,715
-6% -$486K 3.01% 7
2021
Q3 		$7.34M Sell
168,943
-2,606
-2% -$115K 3.35% 7
2021
Q2 		$7.4M Buy
171,549
+1,436
+0.8% +$58.7K 3.31% 8
2021
Q1 		$6.5M Buy
+170,113
New +$6.89M 3.2% 8

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ogorek Anthony Joseph's IHAK Position: Q4 2024 in Review

Ogorek Anthony Joseph sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2024, closing a stake of 416 shares — an estimated $20K sold.

Ogorek Anthony Joseph first reported a position in IHAK in Q1 2021 and held it in 15 quarters. The position peaked at $7.4M in Q2 2021. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • Ogorek Anthony Joseph reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 416 iShares Cybersecurity and Tech ETF shares in Q4 2024, an estimated $20K.
  • Ogorek Anthony Joseph first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 15 quarters.
  • Ogorek Anthony Joseph's iShares Cybersecurity and Tech ETF position peaked at $7.4M in Q2 2021.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2024, filed 24 Jan 2025.