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Orion Portfolio Solutions’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-16
Closed – – 1195
2020
Q2 		$0 Hold
16
– – ﹤0.01% 2312
2020
Q1 		$0 Hold
16
– – ﹤0.01% 2079
2019
Q4 		$0 Buy
+16
New +$420 ﹤0.01% 1865

Other funds holding IHAK

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Orion Portfolio Solutions's IHAK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2020, closing a stake of 16 shares.

Orion Portfolio Solutions first reported a position in IHAK in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 41 funds tracked by Wall St. Rank hold IHAK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 16 iShares Cybersecurity and Tech ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in iShares Cybersecurity and Tech ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares Cybersecurity and Tech ETF position peaked at $0 in Q2 2020.
  • 41 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.