HWMA
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Heritage Wealth Management (Arizona)’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IHAK Stock Details IHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$379K Buy
11,464
+5,622
+96% +$192K 0.05% 267
2022
Q3 		$198K Sell
5,842
-300
-5% -$11K 0.06% 226
2022
Q2 		$215K Hold
6,142
– – 0.07% 226
2022
Q1 		$262K Buy
+6,142
New +$251K 0.07% 216
2021
Q3 		$257K Buy
5,917
+180
+3% +$7.97K 0.09% 174
2021
Q2 		$248K Buy
5,737
+725
+14% +$29.7K 0.09% 191
2021
Q1 		$191K Buy
+5,012
New +$203K 0.11% 169

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WAP
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WBG
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OAM
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LCM
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