Buffington Mohr McNeal’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 |
-24,918
| Closed | -$1.22M | – | 125 |
|
2024
Q4 | $1.22M | Hold |
24,918
| – | – | 0.2% | 62 |
|
2024
Q3 | $1.21M | Sell |
24,918
-300
| -1% | -$14.6K | 0.2% | 61 |
|
2024
Q2 | $1.16M | Hold |
25,218
| – | – | 0.2% | 59 |
|
2024
Q1 | $1.18M | Buy |
25,218
+850
| +3% | +$39.8K | 0.21% | 59 |
|
2023
Q4 | $1.11M | Sell |
24,368
-130
| -0.5% | -$5.91K | 0.22% | 63 |
|
2023
Q3 | $943K | Buy |
24,498
+4,775
| +24% | +$184K | 0.21% | 70 |
|
2023
Q2 | $746K | Sell |
19,723
-200
| -1% | -$7.56K | 0.16% | 75 |
|
2023
Q1 | $724K | Sell |
19,923
-200
| -1% | -$7.27K | 0.17% | 82 |
|
2022
Q4 | $664K | Buy |
20,123
+13
| +0.1% | +$429 | 0.15% | 86 |
|
2022
Q3 | $683K | Sell |
20,110
-150
| -0.7% | -$5.09K | 0.16% | 83 |
|
2022
Q2 | $710K | Hold |
20,260
| – | – | 0.16% | 84 |
|
2022
Q1 | $865K | Buy |
20,260
+275
| +1% | +$11.7K | 0.16% | 80 |
|
2021
Q4 | $892K | Buy |
19,985
+675
| +3% | +$30.1K | 0.15% | 86 |
|
2021
Q3 | $839K | Buy |
19,310
+1,225
| +7% | +$53.2K | 0.16% | 80 |
|
2021
Q2 | $780K | Buy |
18,085
+200
| +1% | +$8.63K | 0.15% | 84 |
|
2021
Q1 | $683K | Buy |
17,885
+240
| +1% | +$9.17K | 0.15% | 84 |
|
2020
Q4 | $712K | Buy |
+17,645
| New | +$712K | 0.17% | 81 |
|