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Wolf Group Capital Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Wolf Group Capital Advisors’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
2022
Q1 		– Sell
-11,475
Closed -$512K – 126
2021
Q4 		$512K Buy
+11,475
New +$520K 0.08% 113

Other funds holding IHAK

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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wolf Group Capital Advisors's IHAK Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q1 2022, closing a stake of 11,475 shares — an estimated $512K sold.

Wolf Group Capital Advisors first reported a position in IHAK in Q4 2021 and held it in 1 quarter. The position peaked at $512K in Q4 2021. 134 funds tracked by Wall St. Rank hold IHAK as of Q1 2022.

  • Wolf Group Capital Advisors reported no remaining iShares Cybersecurity and Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 11,475 iShares Cybersecurity and Tech ETF shares in Q1 2022, an estimated $512K.
  • Wolf Group Capital Advisors first reported a position in iShares Cybersecurity and Tech ETF in Q4 2021 and held it in 1 quarter.
  • Wolf Group Capital Advisors's iShares Cybersecurity and Tech ETF position peaked at $512K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.