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

Olistico Wealth’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
Q3 		– Sell
-63
Closed -$2.9K – 313
2024
Q2 		$2.9K Buy
+63
New +$2.83K ﹤0.01% 278

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Olistico Wealth's IHAK Position: Q3 2024 in Review

Olistico Wealth sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2024, closing a stake of 63 shares — an estimated $2.9K sold.

Olistico Wealth first reported a position in IHAK in Q2 2024 and held it in 1 quarter. The position peaked at $2.9K in Q2 2024. 156 funds tracked by Wall St. Rank hold IHAK as of Q3 2024.

  • Olistico Wealth reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Olistico Wealth sold 63 iShares Cybersecurity and Tech ETF shares in Q3 2024, an estimated $2.9K.
  • Olistico Wealth first reported a position in iShares Cybersecurity and Tech ETF in Q2 2024 and held it in 1 quarter.
  • Olistico Wealth's iShares Cybersecurity and Tech ETF position peaked at $2.9K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2024.

Based on Olistico Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.