WIC
IHAK icon

Woodmont Investment Counsel’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-3,300
Closed -$155K – 291
2024
Q1 		$155K Buy
+3,300
New +$155K 0.01% 264

Other funds holding IHAK

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Woodmont Investment Counsel's IHAK Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Cybersecurity and Tech ETF (IHAK) in Q2 2024, closing a stake of 3,300 shares — an estimated $155K sold.

Woodmont Investment Counsel first reported a position in IHAK in Q1 2024 and held it in 1 quarter. The position peaked at $155K in Q1 2024. 157 funds tracked by Wall St. Rank hold IHAK as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares Cybersecurity and Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 3,300 iShares Cybersecurity and Tech ETF shares in Q2 2024, an estimated $155K.
  • Woodmont Investment Counsel first reported a position in iShares Cybersecurity and Tech ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares Cybersecurity and Tech ETF position peaked at $155K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.