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Smartleaf Asset Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Smartleaf Asset Management’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 		– Sell
-115
Closed -$5.23K – 1870
2023
Q4 		$5.23K Buy
+115
New +$4.67K ﹤0.01% 859

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Smartleaf Asset Management's IHAK Position: Q1 2024 in Review

Smartleaf Asset Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2024, closing a stake of 115 shares — an estimated $5.23K sold.

Smartleaf Asset Management first reported a position in IHAK in Q4 2023 and held it in 1 quarter. The position peaked at $5.23K in Q4 2023. 161 funds tracked by Wall St. Rank hold IHAK as of Q1 2024.

  • Smartleaf Asset Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 115 iShares Cybersecurity and Tech ETF shares in Q1 2024, an estimated $5.23K.
  • Smartleaf Asset Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2023 and held it in 1 quarter.
  • Smartleaf Asset Management's iShares Cybersecurity and Tech ETF position peaked at $5.23K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2024.

Based on Smartleaf Asset Management's 13F filing for Q1 2024, filed 3 May 2024.