TSWM
IHAK icon

Tyler-Stone Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-1,000
Closed -$46K – 602
2024
Q2 		$46K Buy
+1,000
New +$44.8K 0.02% 381

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tyler-Stone Wealth Management's IHAK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2024, closing a stake of 1,000 shares — an estimated $46K sold.

Tyler-Stone Wealth Management first reported a position in IHAK in Q2 2024 and held it in 1 quarter. The position peaked at $46K in Q2 2024. 156 funds tracked by Wall St. Rank hold IHAK as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 iShares Cybersecurity and Tech ETF shares in Q3 2024, an estimated $46K.
  • Tyler-Stone Wealth Management first reported a position in iShares Cybersecurity and Tech ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's iShares Cybersecurity and Tech ETF position peaked at $46K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.