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VitalStone Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

VitalStone Financial’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 		$97 Hold
2
– – ﹤0.01% 475
2024
Q2 		$92 Hold
2
– – ﹤0.01% 474
2024
Q1 		$0 Hold
2
– – ﹤0.01% 532
2023
Q4 		$0 Hold
2
– – ﹤0.01% 529
2023
Q3 		$0 Hold
2
– – ﹤0.01% 523
2023
Q2 		$0 Buy
+2
New +$71 ﹤0.01% 963
2023
Q1 		– Sell
-2
Closed – – 432
2022
Q4 		$0 Buy
+2
New +$68 ﹤0.01% 547

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 $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VitalStone Financial's IHAK Position: Q3 2024 in Review

VitalStone Financial held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q3 2024 at 2 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #475.

VitalStone Financial first reported a position in IHAK in Q4 2022 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold IHAK as of Q3 2024.

  • VitalStone Financial held 2 shares of iShares Cybersecurity and Tech ETF worth $97 as of Q3 2024.
  • VitalStone Financial left its iShares Cybersecurity and Tech ETF share count unchanged in Q3 2024.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #475 holding.
  • VitalStone Financial first reported a position in iShares Cybersecurity and Tech ETF in Q4 2022 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.