CWP
Cyndeo Wealth Partners’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,801
| Closed | -$273K | – | 482 |
|
|
2025
Q1 | $273K | Hold |
5,801
| – | – | 0.02% | 384 |
|
|
2024
Q4 | $283K | Hold |
5,801
| – | – | 0.02% | 371 |
|
|
2024
Q3 | $283K | Hold |
5,801
| – | – | 0.02% | 377 |
|
|
2024
Q2 | $267K | Hold |
5,801
| – | – | 0.02% | 347 |
|
|
2024
Q1 | $272K | Buy |
5,801
+10
| +0.2% | +$469 | 0.02% | 333 |
|
|
2023
Q4 | $263K | Sell |
5,791
-540
| -9% | -$24.5K | 0.02% | 320 |
|
|
2023
Q3 | $244K | Buy |
+6,331
| New | +$244K | 0.03% | 299 |
|