JWCA
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J.W. Cole Advisors’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

J.W. Cole Advisors’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
2024
Q2 		– Sell
-5,385
Closed -$252K – 918
2024
Q1 		$252K Sell
5,385
-1
-0% -$47 0.01% 755
2023
Q4 		$245K Buy
+5,386
New +$219K 0.01% 704
2022
Q3 		– Sell
-6,339
Closed -$222K – 740
2022
Q2 		$222K Sell
6,339
-5,606
-47% -$213K 0.02% 644
2022
Q1 		$510K Sell
11,945
-500
-4% -$20.4K 0.03% 448
2021
Q4 		$555K Buy
+12,445
New +$564K 0.04% 426
2021
Q3 		– Sell
-9,559
Closed -$412K – 584
2021
Q2 		$412K Sell
9,559
-7,526
-44% -$308K 0.03% 486
2021
Q1 		$653K Buy
17,085
+4,776
+39% +$194K 0.06% 323
2020
Q4 		$497K Buy
+12,309
New +$430K 0.05% 346

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OAM
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