NCM
Nelson Capital Management’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 | $4.78M | Buy |
89,866
+1,866
| +2% | +$99.3K | 0.63% | 31 |
|
|
2025
Q1 | $4.13M | Buy |
88,000
+5,684
| +7% | +$267K | 0.71% | 36 |
|
|
2024
Q4 | $4.02M | Buy |
82,316
+2,670
| +3% | +$130K | 0.66% | 34 |
|
|
2024
Q3 | $3.88M | Buy |
79,646
+7,815
| +11% | +$381K | 0.65% | 38 |
|
|
2024
Q2 | $3.3M | Buy |
71,831
+6,642
| +10% | +$305K | 0.59% | 39 |
|
|
2024
Q1 | $3.05M | Buy |
+65,189
| New | +$3.05M | 0.58% | 43 |
|