SAG
SageView Advisory Group’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,714
| Closed | -$944K | – | 618 |
|
|
2024
Q1 | $944K | Buy |
+20,714
| New | +$944K | 0.05% | 206 |
|
|
2023
Q4 | – | Sell |
-7,501
| Closed | -$289K | – | 693 |
|
|
2023
Q3 | $289K | Buy |
7,501
+800
| +12% | +$30.8K | 0.02% | 431 |
|
|
2023
Q2 | $253K | Buy |
6,701
+925
| +16% | +$35K | 0.01% | 478 |
|
|
2023
Q1 | $210K | Buy |
+5,776
| New | +$210K | 0.01% | 444 |
|