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WR Wealth Planners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

WR Wealth Planners’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
Q4 		$390 Hold
8
– – ﹤0.01% 1013
2024
Q3 		$390 Buy
+8
New +$376 ﹤0.01% 1058

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WR Wealth Planners's IHAK Position: Q4 2024 in Review

WR Wealth Planners held its iShares Cybersecurity and Tech ETF (IHAK) position steady in Q4 2024 at 8 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

WR Wealth Planners first reported a position in IHAK in Q3 2024 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IHAK as of Q4 2024.

  • WR Wealth Planners held 8 shares of iShares Cybersecurity and Tech ETF worth $390 as of Q4 2024.
  • WR Wealth Planners left its iShares Cybersecurity and Tech ETF share count unchanged in Q4 2024.
  • iShares Cybersecurity and Tech ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1013 holding.
  • WR Wealth Planners first reported a position in iShares Cybersecurity and Tech ETF in Q3 2024 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares Cybersecurity and Tech ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.