Phillips Financial Management’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
Q1 | – | Sell |
-50
| Closed | -$2.44K | – | 263 |
|
|
2024
Q4 | $2.44K | Hold |
50
| – | – | ﹤0.01% | 256 |
|
|
2024
Q3 | $2.44K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2024
Q2 | $2.3K | Sell |
50
-166
| -77% | -$7.63K | ﹤0.01% | 262 |
|
|
2024
Q1 | $10.1K | Hold |
216
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $9.81K | Hold |
216
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $8.32K | Hold |
216
| – | – | ﹤0.01% | 224 |
|
|
2023
Q2 | $8.17K | Sell |
216
-1,739
| -89% | -$65.8K | ﹤0.01% | 220 |
|
|
2023
Q1 | $71.1K | Hold |
1,955
| – | – | 0.01% | 183 |
|
|
2022
Q4 | $64.6K | Hold |
1,955
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $66K | Buy |
+1,955
| New | +$66K | 0.01% | 164 |
|