Arkadios Wealth Advisors’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
Q1 | – | Sell |
-16,861
| Closed | -$823K | – | 1134 |
|
2024
Q4 | $823K | Buy |
16,861
+5,569
| +49% | +$272K | 0.04% | 378 |
|
2024
Q3 | $550K | Buy |
11,292
+3,088
| +38% | +$151K | 0.03% | 508 |
|
2024
Q2 | $377K | Buy |
+8,204
| New | +$377K | 0.03% | 561 |
|
2021
Q4 | – | Sell |
-967
| Closed | -$42K | – | 1140 |
|
2021
Q3 | $42K | Sell |
967
-120
| -11% | -$5.21K | 0.01% | 939 |
|
2021
Q2 | $46K | Buy |
1,087
+700
| +181% | +$29.6K | 0.01% | 955 |
|
2021
Q1 | $14K | Sell |
387
-30
| -7% | -$1.09K | ﹤0.01% | 1083 |
|
2020
Q4 | $16K | Buy |
+417
| New | +$16K | ﹤0.01% | 825 |
|