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Sutton Wealth Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$116 Hold
3
– – ﹤0.01% 853
2023
Q2 		$113 Hold
3
– – ﹤0.01% 848
2023
Q1 		$109 Buy
3
+1
+50% +$34 ﹤0.01% 796
2022
Q4 		$66 Buy
2
+1
+100% +$34 ﹤0.01% 1652
2022
Q3 		$34 Buy
+1
New +$37 ﹤0.01% 1631

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Sutton Wealth Advisors's IHAK Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q3 2023 at 3 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Sutton Wealth Advisors first reported a position in IHAK in Q3 2022 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold IHAK as of Q3 2023.

  • Sutton Wealth Advisors held 3 shares of iShares Cybersecurity and Tech ETF worth $116 as of Q3 2023.
  • Sutton Wealth Advisors left its iShares Cybersecurity and Tech ETF share count unchanged in Q3 2023.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #853 holding.
  • Sutton Wealth Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q3 2022 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.