AE Wealth Management’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
9,231
+7,760
| +528% | +$413K | ﹤0.01% | 928 |
|
|
2025
Q1 | $69.1K | Hold |
1,471
| – | – | ﹤0.01% | 1530 |
|
|
2024
Q4 | $71.8K | Buy |
+1,471
| New | +$71.8K | ﹤0.01% | 1493 |
|
|
2023
Q2 | – | Sell |
-21,931
| Closed | -$797K | – | 1976 |
|
|
2023
Q1 | $797K | Buy |
21,931
+1,286
| +6% | +$46.7K | 0.01% | 1136 |
|
|
2022
Q4 | $682K | Buy |
20,645
+1,580
| +8% | +$52.2K | ﹤0.01% | 1148 |
|
|
2022
Q3 | $647K | Buy |
19,065
+1,235
| +7% | +$41.9K | 0.01% | 1114 |
|
|
2022
Q2 | $625K | Sell |
17,830
-348
| -2% | -$12.2K | 0.01% | 1081 |
|
|
2022
Q1 | $776K | Sell |
18,178
-523
| -3% | -$22.3K | 0.01% | 1022 |
|
|
2021
Q4 | $834K | Buy |
18,701
+4,060
| +28% | +$181K | 0.01% | 1008 |
|
|
2021
Q3 | $636K | Buy |
14,641
+13
| +0.1% | +$565 | 0.01% | 1056 |
|
|
2021
Q2 | $631K | Buy |
+14,628
| New | +$631K | 0.01% | 1042 |
|