Patriot Investment Management Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Patriot Investment Management Group’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
2023 Q2	–	Sell	-5,679	Closed	-$206K	–	239
2023 Q1	$206K	Sell	5,679 -1,575	-22%	-$54.1K	0.02%	233
2022 Q4	$248K	Sell	7,254 -1,995	-22%	-$68.1K	0.02%	227
2022 Q3	$314K	Sell	9,249 -1,704	-16%	-$62.5K	0.03%	196
2022 Q2	$383K	Sell	10,953 -1,881	-15%	-$71.3K	0.04%	180
2022 Q1	$547K	Buy	12,834 +75	+0.6%	+$3.06K	0.05%	168
2021 Q4	$569K	Buy	12,759 +662	+5%	+$30K	0.05%	164
2021 Q3	$525K	Buy	12,097 +1,365	+13%	+$60.5K	0.05%	168
2021 Q2	$463K	Buy	+10,732	New	+$439K	0.04%	173

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

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

WAP

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

Patriot Investment Management Group's IHAK Position: Q2 2023 in Review

Patriot Investment Management Group sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2023, closing a stake of 5,679 shares — an estimated $206K sold.

Patriot Investment Management Group first reported a position in IHAK in Q2 2021 and held it in 8 quarters. The position peaked at $569K in Q4 2021. 136 funds tracked by Wall St. Rank hold IHAK as of Q2 2023.

Patriot Investment Management Group reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2023 after selling out during the quarter.
Patriot Investment Management Group sold 5,679 iShares Cybersecurity and Tech ETF shares in Q2 2023, an estimated $206K.
Patriot Investment Management Group first reported a position in iShares Cybersecurity and Tech ETF in Q2 2021 and held it in 8 quarters.
Patriot Investment Management Group's iShares Cybersecurity and Tech ETF position peaked at $569K in Q4 2021.
136 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2023.

Based on Patriot Investment Management Group's 13F filing for Q2 2023, filed 14 Jul 2023.