TimeScale Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

TimeScale Financial’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 Q2	$28.8K	Buy	763 +1	+0.1%	+$36	0.01%	264
2023 Q1	$27.7K	Sell	762 -234	-23%	-$8.04K	0.01%	253
2022 Q4	$33.8K	Hold	996	–	–	0.01%	186
2022 Q3	$34K	Hold	996	–	–	0.01%	184
2022 Q2	$35K	Buy	996 +1	+0.1%	+$38	0.01%	183
2022 Q1	$42K	Sell	995 -244	-20%	-$9.96K	0.01%	185
2021 Q4	$55K	Buy	1,239 +185	+18%	+$8.39K	0.01%	165
2021 Q3	$46K	Buy	1,054 +233	+28%	+$10.3K	0.01%	177
2021 Q2	$35K	Hold	821	–	–	0.01%	198
2021 Q1	$31K	Buy	+821	New	+$33.3K	0.01%	220

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

TimeScale Financial's IHAK Position: Q2 2023 in Review

TimeScale Financial increased its iShares Cybersecurity and Tech ETF (IHAK) stake by 0.13% in Q2 2023, buying an estimated $36 and bringing the position to 763 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #264.

TimeScale Financial first reported a position in IHAK in Q1 2021 and has held it in 10 quarters since. The position peaked at $55K in Q4 2021. 136 funds tracked by Wall St. Rank hold IHAK as of Q2 2023.

TimeScale Financial held 763 shares of iShares Cybersecurity and Tech ETF worth $28.8K as of Q2 2023.
TimeScale Financial bought 1 iShares Cybersecurity and Tech ETF share in Q2 2023, an estimated $36.
iShares Cybersecurity and Tech ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #264 holding.
TimeScale Financial first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and has held it in 10 quarters since.
TimeScale Financial's iShares Cybersecurity and Tech ETF position peaked at $55K in Q4 2021.
136 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.