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ShoreHaven Wealth Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

ShoreHaven Wealth 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
Q2 		– Sell
-738
Closed -$28K – 147
2021
Q1 		$28K Buy
+738
New +$29.9K 0.02% 150

Other funds holding IHAK

MIFH
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $675M AUM 30.64% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 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 $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ShoreHaven Wealth Partners's IHAK Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2021, closing a stake of 738 shares — an estimated $28K sold.

ShoreHaven Wealth Partners first reported a position in IHAK in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 103 funds tracked by Wall St. Rank hold IHAK as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 738 iShares Cybersecurity and Tech ETF shares in Q2 2021, an estimated $28K.
  • ShoreHaven Wealth Partners first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's iShares Cybersecurity and Tech ETF position peaked at $28K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.