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Royal Harbor Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Royal Harbor Partners’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
2021
Q4 		– Sell
-113,664
Closed -$4.94M – 81
2021
Q3 		$4.94M Sell
113,664
-739
-0.6% -$32.7K 3.51% 6
2021
Q2 		$4.94M Buy
114,403
+33,338
+41% +$1.36M 3.28% 10
2021
Q1 		$3.1M Buy
+81,065
New +$3.29M 2.36% 10

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.99B AUM 30.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Harbor Partners's IHAK Position: Q4 2021 in Review

Royal Harbor Partners sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2021, closing a stake of 113,664 shares — an estimated $4.94M sold.

Royal Harbor Partners first reported a position in IHAK in Q1 2021 and held it in 3 quarters. The position peaked at $4.94M in Q3 2021. 125 funds tracked by Wall St. Rank hold IHAK as of Q4 2021.

  • Royal Harbor Partners reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Royal Harbor Partners sold 113,664 iShares Cybersecurity and Tech ETF shares in Q4 2021, an estimated $4.94M.
  • Royal Harbor Partners first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 3 quarters.
  • Royal Harbor Partners's iShares Cybersecurity and Tech ETF position peaked at $4.94M in Q3 2021.
  • 125 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2021.

Based on Royal Harbor Partners's 13F filing for Q4 2021, filed 2 Feb 2022.