Blue Bell Private 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 | $105K | Sell |
1,970
-11
| -0.6% | -$585 | 0.02% | 305 |
|
|
2025
Q1 | $93.1K | Hold |
1,981
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $96.7K | Sell |
1,981
-40
| -2% | -$1.95K | 0.02% | 278 |
|
|
2024
Q3 | $98.5K | Hold |
2,021
| – | – | 0.02% | 280 |
|
|
2024
Q2 | $92.9K | Sell |
2,021
-66
| -3% | -$3.03K | 0.02% | 278 |
|
|
2024
Q1 | $97.8K | Hold |
2,087
| – | – | 0.02% | 262 |
|
|
2023
Q4 | $94.8K | Sell |
2,087
-8
| -0.4% | -$363 | 0.02% | 245 |
|
|
2023
Q3 | $80.7K | Hold |
2,095
| – | – | 0.02% | 216 |
|
|
2023
Q2 | $79.2K | Buy |
2,095
+47
| +2% | +$1.78K | 0.02% | 214 |
|
|
2023
Q1 | $74.5K | Sell |
2,048
-397
| -16% | -$14.4K | 0.02% | 204 |
|
|
2022
Q4 | $80.7K | Sell |
2,445
-306
| -11% | -$10.1K | 0.03% | 183 |
|
|
2022
Q3 | $93K | Sell |
2,751
-514
| -16% | -$17.4K | 0.03% | 163 |
|
|
2022
Q2 | $114K | Buy |
3,265
+1,531
| +88% | +$53.5K | 0.04% | 144 |
|
|
2022
Q1 | $74K | Buy |
1,734
+1,199
| +224% | +$51.2K | 0.02% | 185 |
|
|
2021
Q4 | $24K | Buy |
535
+37
| +7% | +$1.66K | 0.01% | 277 |
|
|
2021
Q3 | $22K | Sell |
498
-10
| -2% | -$442 | 0.01% | 128 |
|
|
2021
Q2 | $22K | Buy |
508
+45
| +10% | +$1.95K | 0.01% | 135 |
|
|
2021
Q1 | $18K | Buy |
463
+180
| +64% | +$7K | 0.01% | 130 |
|
|
2020
Q4 | $10K | Hold |
283
| – | – | ﹤0.01% | 135 |
|
|
2020
Q3 | $9K | Buy |
283
+139
| +97% | +$4.42K | ﹤0.01% | 141 |
|
|
2020
Q2 | $0 | Buy |
+144
| New | – | ﹤0.01% | 190 |
|