Carson Wealth (CWM LLC)’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 | $722K | Sell |
13,577
-28
| -0.2% | -$1.49K | ﹤0.01% | 1419 |
|
|
2025
Q1 | $639K | Buy |
13,605
+3,020
| +29% | +$142K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $516K | Sell |
10,585
-1,705
| -14% | -$83.1K | ﹤0.01% | 1364 |
|
|
2024
Q3 | $599K | Buy |
12,290
+233
| +2% | +$11.4K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $554K | Sell |
12,057
-1,166
| -9% | -$53.6K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $619K | Sell |
13,223
-1,106
| -8% | -$51.8K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $651K | Buy |
14,329
+2,452
| +21% | +$111K | ﹤0.01% | 960 |
|
|
2023
Q3 | $457K | Sell |
11,877
-297
| -2% | -$11.4K | ﹤0.01% | 1003 |
|
|
2023
Q2 | $460K | Sell |
12,174
-10,185
| -46% | -$385K | ﹤0.01% | 967 |
|
|
2023
Q1 | $813K | Buy |
22,359
+1,710
| +8% | +$62.2K | 0.01% | 715 |
|
|
2022
Q4 | $682K | Sell |
20,649
-2,688
| -12% | -$88.8K | 0.01% | 712 |
|
|
2022
Q3 | $793K | Buy |
23,337
+1,117
| +5% | +$38K | 0.01% | 612 |
|
|
2022
Q2 | $778K | Buy |
+22,220
| New | +$778K | 0.01% | 617 |
|