Mark Sheptoff Financial Planning’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 | $1.49M | Sell |
28,041
-350
| -1% | -$18.6K | 0.8% | 26 |
|
|
2025
Q1 | $1.33M | Hold |
28,391
| – | – | 0.74% | 28 |
|
|
2024
Q4 | $1.39M | Sell |
28,391
-350
| -1% | -$17.1K | 0.74% | 27 |
|
|
2024
Q3 | $1.4M | Buy |
28,741
+200
| +0.7% | +$9.75K | 0.74% | 30 |
|
|
2024
Q2 | $1.31M | Sell |
28,541
-1,851
| -6% | -$85.1K | 0.73% | 30 |
|
|
2024
Q1 | $1.42M | Buy |
30,392
+90
| +0.3% | +$4.22K | 0.79% | 29 |
|
|
2023
Q4 | $1.38M | Buy |
30,302
+1,252
| +4% | +$56.9K | 0.83% | 22 |
|
|
2023
Q3 | $1.12M | Buy |
29,050
+17,100
| +143% | +$659K | 0.72% | 25 |
|
|
2023
Q2 | $452K | Buy |
11,950
+700
| +6% | +$26.5K | 0.26% | 55 |
|
|
2023
Q1 | $409K | Hold |
11,250
| – | – | 0.24% | 65 |
|
|
2022
Q4 | $371K | Buy |
11,250
+200
| +2% | +$6.6K | 0.22% | 66 |
|
|
2022
Q3 | $375K | Buy |
+11,050
| New | +$375K | 0.23% | 62 |
|