Clearstead 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
Q2 | $60.5K | Hold |
1,137
| – | – | ﹤0.01% | 1225 |
|
|
2025
Q1 | $53.4K | Sell |
1,137
-300
| -21% | -$14.1K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $70.1K | Buy |
1,437
+1
| +0.1% | +$49 | ﹤0.01% | 1093 |
|
|
2024
Q3 | $70K | Hold |
1,436
| – | – | ﹤0.01% | 1123 |
|
|
2024
Q2 | $66K | Hold |
1,436
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q1 | $64.3K | Hold |
1,436
| – | – | ﹤0.01% | 708 |
|
|
2023
Q4 | $65.2K | Sell |
1,436
-1,436
| -50% | -$65.2K | ﹤0.01% | 679 |
|
|
2023
Q3 | $111K | Buy |
2,872
+1,436
| +100% | +$55.3K | ﹤0.01% | 701 |
|
|
2023
Q2 | $54.3K | Hold |
1,436
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $52.2K | Hold |
1,436
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $47.4K | Buy |
1,436
+1
| +0.1% | +$33 | ﹤0.01% | 629 |
|
|
2022
Q3 | $49K | Buy |
1,435
+1,098
| +326% | +$37.5K | ﹤0.01% | 607 |
|
|
2022
Q2 | $12K | Hold |
337
| – | – | ﹤0.01% | 895 |
|
|
2022
Q1 | $14K | Hold |
337
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $15K | Buy |
337
+2
| +0.6% | +$89 | ﹤0.01% | 873 |
|
|
2021
Q3 | $15K | Hold |
335
| – | – | ﹤0.01% | 879 |
|
|
2021
Q2 | $14K | Buy |
+335
| New | +$14K | ﹤0.01% | 759 |
|