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San Francisco Sentry Investment Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

San Francisco Sentry Investment 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
2021
Q2 		$237K Sell
5,500
-4,000
-42% -$164K 0.12% 182
2021
Q1 		$363K Hold
9,500
– – 0.15% 157
2020
Q4 		$383K Buy
9,500
+5,500
+138% +$192K 0.18% 136
2020
Q3 		$131K Buy
+4,000
New +$132K 0.07% 238

Other funds holding IHAK

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 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

San Francisco Sentry Investment Group's IHAK Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its iShares Cybersecurity and Tech ETF (IHAK) stake by 42% in Q2 2021, selling an estimated $164K and leaving 5,500 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #182.

San Francisco Sentry Investment Group first reported a position in IHAK in Q3 2020 and has held it in 4 quarters since. The position peaked at $383K in Q4 2020. 103 funds tracked by Wall St. Rank hold IHAK as of Q2 2021.

  • San Francisco Sentry Investment Group held 5,500 shares of iShares Cybersecurity and Tech ETF worth $237K as of Q2 2021.
  • San Francisco Sentry Investment Group sold 4,000 iShares Cybersecurity and Tech ETF shares in Q2 2021, an estimated $164K.
  • iShares Cybersecurity and Tech ETF made up 0.12% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #182 holding.
  • San Francisco Sentry Investment Group first reported a position in iShares Cybersecurity and Tech ETF in Q3 2020 and has held it in 4 quarters since.
  • San Francisco Sentry Investment Group's iShares Cybersecurity and Tech ETF position peaked at $383K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.