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Retirement Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Retirement 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
2024
Q1 		$39.8K Buy
850
+400
+89% +$18.8K 0.01% 265
2023
Q4 		$20.4K Hold
450
– – 0.01% 340
2023
Q3 		$17.3K Buy
+450
New +$17.3K 0.01% 336

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Retirement Group's IHAK Position: Q1 2024 in Review

Retirement Group increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 89% in Q1 2024, buying an estimated $18.8K and bringing the position to 850 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #265.

Retirement Group first reported a position in IHAK in Q3 2023 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold IHAK as of Q1 2024.

  • Retirement Group held 850 shares of iShares Cybersecurity and Tech ETF worth $39.8K as of Q1 2024.
  • Retirement Group bought 400 iShares Cybersecurity and Tech ETF shares in Q1 2024, an estimated $18.8K.
  • iShares Cybersecurity and Tech ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #265 holding.
  • Retirement Group first reported a position in iShares Cybersecurity and Tech ETF in Q3 2023 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.