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Unique Wealth Strategies’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Unique Wealth Strategies’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
-322
Closed -$15.1K – 427
2024
Q2 		$15.1K Buy
+322
New +$14.4K 0.01% 284

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Unique Wealth Strategies's IHAK Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2024, closing a stake of 322 shares — an estimated $15.1K sold.

Unique Wealth Strategies first reported a position in IHAK in Q2 2024 and held it in 1 quarter. The position peaked at $15.1K in Q2 2024. 156 funds tracked by Wall St. Rank hold IHAK as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 322 iShares Cybersecurity and Tech ETF shares in Q3 2024, an estimated $15.1K.
  • Unique Wealth Strategies first reported a position in iShares Cybersecurity and Tech ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares Cybersecurity and Tech ETF position peaked at $15.1K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.