Patriot Financial Group Insurance Agency’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-3,330	Closed	-$117K	–	1118
2022 Q2	$117K	Hold	3,330	–	–	0.02%	506
2022 Q1	$142K	Sell	3,330 -40	-1%	-$1.63K	0.03%	483
2021 Q4	$150K	Sell	3,370 -120	-3%	-$5.44K	0.02%	531
2021 Q3	$152K	Buy	3,490 +20	+0.6%	+$886	0.03%	518
2021 Q2	$150K	Buy	3,470 +2,779	+402%	+$114K	0.03%	498
2021 Q1	$26K	Buy	691 +539	+355%	+$21.8K	0.01%	993
2020 Q4	$6K	Sell	152 -86	-36%	-$3K	﹤0.01%	1378
2020 Q3	$8K	Sell	238 -241	-50%	-$7.96K	﹤0.01%	1093
2020 Q2	$15K	Buy	+479	New	+$13.8K	0.01%	835

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IHAK Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2022, closing a stake of 3,330 shares — an estimated $117K sold.

Patriot Financial Group Insurance Agency first reported a position in IHAK in Q2 2020 and held it in 9 quarters. The position peaked at $152K in Q3 2021. 135 funds tracked by Wall St. Rank hold IHAK as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,330 iShares Cybersecurity and Tech ETF shares in Q3 2022, an estimated $117K.
Patriot Financial Group Insurance Agency first reported a position in iShares Cybersecurity and Tech ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's iShares Cybersecurity and Tech ETF position peaked at $152K in Q3 2021.
135 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.