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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Commonwealth Equity Services

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return