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IHAK icon

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

WealthOne’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
2023
Q3 		$1.58M Buy
41,107
+2,107
+5% +$81K 0.64% 25
2023
Q2 		$1.48M Buy
39,000
+1,667
+4% +$59.6K 0.54% 29
2023
Q1 		$1.36M Buy
37,333
+3,097
+9% +$106K 0.53% 28
2022
Q4 		$1.13M Sell
34,236
-2,751
-7% -$93.9K 0.46% 31
2022
Q3 		$1.26M Buy
36,987
+9,333
+34% +$342K 0.54% 30
2022
Q2 		$969K Sell
27,654
-85
-0.3% -$3.22K 0.4% 31
2022
Q1 		$1.18M Buy
27,739
+9,075
+49% +$370K 0.42% 31
2021
Q4 		$833K Buy
+18,664
New +$847K 0.29% 39

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return