WWMSC
IHAK icon

Wagner Wealth Management (South Carolina)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021
Q3 		– Sell
-50
Closed -$2K – 678
2021
Q2 		$2K Hold
50
– – ﹤0.01% 632
2021
Q1 		$2K Buy
+50
New +$2.03K ﹤0.01% 602

Other funds holding IHAK

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IHAK Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in IHAK in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 116 funds tracked by Wall St. Rank hold IHAK as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares Cybersecurity and Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 50 iShares Cybersecurity and Tech ETF shares in Q3 2021, an estimated $2K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Cybersecurity and Tech ETF in Q1 2021 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares Cybersecurity and Tech ETF position peaked at $2K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.