Tradition Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Tradition Wealth 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	-300	Closed	-$14K	–	777
2023 Q4	$14K	Sell	300 -500	-63%	-$20.3K	﹤0.01%	924
2023 Q3	$31K	Hold	800	–	–	﹤0.01%	727
2023 Q2	$30K	Hold	800	–	–	﹤0.01%	768
2023 Q1	$29K	Hold	800	–	–	﹤0.01%	751
2022 Q4	$26K	Hold	800	–	–	﹤0.01%	688
2022 Q3	$27K	Hold	800	–	–	﹤0.01%	680
2022 Q2	$28K	Hold	800	–	–	﹤0.01%	583
2022 Q1	$34K	Hold	800	–	–	﹤0.01%	592
2021 Q4	$36K	Buy	+800	New	+$36.3K	﹤0.01%	611

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Tradition Wealth Management's IHAK Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2024, closing a stake of 300 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in IHAK in Q4 2021 and held it in 9 quarters. The position peaked at $36K in Q4 2021. 161 funds tracked by Wall St. Rank hold IHAK as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 300 iShares Cybersecurity and Tech ETF shares in Q1 2024, an estimated $14K.
Tradition Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q4 2021 and held it in 9 quarters.
Tradition Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $36K in Q4 2021.
161 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.