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Trinity Legacy Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Trinity Legacy Partners’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
2022
Q4 		– Sell
-71,267
Closed -$2.42M – 83
2022
Q3 		$2.42M Buy
71,267
+5,759
+9% +$211K 1.03% 39
2022
Q2 		$2.4M Buy
65,508
+344
+0.5% +$13K 0.93% 38
2022
Q1 		$2.78M Buy
+65,164
New +$2.66M 0.94% 38

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Trinity Legacy Partners's IHAK Position: Q4 2022 in Review

Trinity Legacy Partners sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q4 2022, closing a stake of 71,267 shares — an estimated $2.42M sold.

Trinity Legacy Partners first reported a position in IHAK in Q1 2022 and held it in 3 quarters. The position peaked at $2.78M in Q1 2022. 142 funds tracked by Wall St. Rank hold IHAK as of Q4 2022.

  • Trinity Legacy Partners reported no remaining iShares Cybersecurity and Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Trinity Legacy Partners sold 71,267 iShares Cybersecurity and Tech ETF shares in Q4 2022, an estimated $2.42M.
  • Trinity Legacy Partners first reported a position in iShares Cybersecurity and Tech ETF in Q1 2022 and held it in 3 quarters.
  • Trinity Legacy Partners's iShares Cybersecurity and Tech ETF position peaked at $2.78M in Q1 2022.
  • 142 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2022.

Based on Trinity Legacy Partners's 13F filing for Q4 2022, filed 9 Jan 2023.