RJFSA
IHAK icon

Raymond James Financial Services Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Raymond James Financial Services Advisors’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 		$1.77M Buy
36,326
+400
+1% +$18.8K ﹤0.01% 1809
2024
Q2 		$1.65M Sell
35,926
-41,352
-54% -$1.85M ﹤0.01% 1784
2024
Q1 		$3.62M Buy
77,278
+50,966
+194% +$2.39M 0.01% 1327
2023
Q4 		$1.2M Sell
26,312
-688
-3% -$27.9K ﹤0.01% 1886
2023
Q3 		$1.04M Sell
27,000
-261
-1% -$10K ﹤0.01% 1878
2023
Q2 		$1.03M Sell
27,261
-1,570
-5% -$56.1K ﹤0.01% 1917
2023
Q1 		$1.05M Sell
28,831
-301
-1% -$10.3K ﹤0.01% 1872
2022
Q4 		$962K Buy
29,132
+12,289
+73% +$419K ﹤0.01% 1866
2022
Q3 		$572K Sell
16,843
-2,105
-11% -$77.1K ﹤0.01% 2168
2022
Q2 		$664K Sell
18,948
-20,821
-52% -$789K ﹤0.01% 2096
2022
Q1 		$1.7M Buy
39,769
+21,232
+115% +$866K ﹤0.01% 1599
2021
Q4 		$827K Buy
18,537
+41
+0.2% +$1.86K ﹤0.01% 2092
2021
Q3 		$804K Buy
18,496
+513
+3% +$22.7K ﹤0.01% 2097
2021
Q2 		$776K Buy
17,983
+6,639
+59% +$272K ﹤0.01% 2110
2021
Q1 		$433K Sell
11,344
-4,272
-27% -$173K ﹤0.01% 2386
2020
Q4 		$630K Buy
15,616
+2,155
+16% +$75.3K ﹤0.01% 1996
2020
Q3 		$442K Buy
13,461
+4,732
+54% +$156K ﹤0.01% 2051
2020
Q2 		$272K Buy
+8,729
New +$252K ﹤0.01% 2293

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 $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial Services Advisors's IHAK Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 1.1% in Q3 2024, buying an estimated $18.8K and bringing the position to 36,326 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Raymond James Financial Services Advisors first reported a position in IHAK in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.62M in Q1 2024. 156 funds tracked by Wall St. Rank hold IHAK as of Q3 2024.

  • Raymond James Financial Services Advisors held 36,326 shares of iShares Cybersecurity and Tech ETF worth $1.77M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 400 iShares Cybersecurity and Tech ETF shares in Q3 2024, an estimated $18.8K.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1809 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q2 2020 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's iShares Cybersecurity and Tech ETF position peaked at $3.62M in Q1 2024.
  • 156 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.