Vontobel Holding’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Vontobel Holding’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	-32,500	Closed	-$1.48M	–	1126
2023 Q4	$1.48M	Hold	32,500	–	–	0.01%	500
2023 Q3	$1.25M	Hold	32,500	–	–	0.01%	534
2023 Q2	$1.23M	Hold	32,500	–	–	0.01%	546
2023 Q1	$1.18M	Hold	32,500	–	–	0.01%	540
2022 Q4	$1.07M	Hold	32,500	–	–	0.01%	558
2022 Q3	$1.1M	Hold	32,500	–	–	0.01%	520
2022 Q2	$1.14M	Hold	32,500	–	–	0.01%	517
2022 Q1	$1.39M	Buy	+32,500	New	+$1.33M	0.01%	527

Other funds holding IHAK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCA

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

Vontobel Holding's IHAK Position: Q1 2024 in Review

Vontobel Holding sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2024, closing a stake of 32,500 shares — an estimated $1.48M sold.

Vontobel Holding first reported a position in IHAK in Q1 2022 and held it in 8 quarters. The position peaked at $1.48M in Q4 2023. 161 funds tracked by Wall St. Rank hold IHAK as of Q1 2024.

Vontobel Holding reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2024 after selling out during the quarter.
Vontobel Holding sold 32,500 iShares Cybersecurity and Tech ETF shares in Q1 2024, an estimated $1.48M.
Vontobel Holding first reported a position in iShares Cybersecurity and Tech ETF in Q1 2022 and held it in 8 quarters.
Vontobel Holding's iShares Cybersecurity and Tech ETF position peaked at $1.48M in Q4 2023.
161 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2024.

Based on Vontobel Holding's 13F filing for Q1 2024, filed 10 May 2024.