Steward Partners Investment Advisory’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 | $1.68M | Buy |
31,653
+1,108
| +4% | +$59K | 0.01% | 772 |
|
|
2025
Q1 | $1.44M | Buy |
30,545
+3,600
| +13% | +$169K | 0.01% | 780 |
|
|
2024
Q4 | $1.31M | Buy |
26,945
+1,533
| +6% | +$74.8K | 0.01% | 781 |
|
|
2024
Q3 | $1.24M | Buy |
25,412
+23
| +0.1% | +$1.12K | 0.01% | 781 |
|
|
2024
Q2 | $1.17M | Sell |
25,389
-77
| -0.3% | -$3.54K | 0.01% | 761 |
|
|
2024
Q1 | $1.19M | Sell |
25,466
-148
| -0.6% | -$6.93K | 0.01% | 733 |
|
|
2023
Q4 | $1.16M | Sell |
25,614
-39,782
| -61% | -$1.81M | 0.02% | 675 |
|
|
2023
Q3 | $2.52M | Sell |
65,396
-20,647
| -24% | -$795K | 0.04% | 405 |
|
|
2023
Q2 | $3.25M | Buy |
86,043
+66,247
| +335% | +$2.51M | 0.05% | 353 |
|
|
2023
Q1 | $720K | Sell |
19,796
-696
| -3% | -$25.3K | 0.01% | 785 |
|
|
2022
Q4 | $677K | Sell |
20,492
-264
| -1% | -$8.72K | 0.01% | 794 |
|
|
2022
Q3 | $705K | Sell |
20,756
-18,374
| -47% | -$624K | 0.01% | 745 |
|
|
2022
Q2 | $1.37M | Sell |
39,130
-12,325
| -24% | -$432K | 0.03% | 547 |
|
|
2022
Q1 | $2.2M | Buy |
+51,455
| New | +$2.2M | 0.03% | 449 |
|
|
2021
Q4 | – | Sell |
-685
| Closed | -$30K | – | 3247 |
|
|
2021
Q3 | $30K | Hold |
685
| – | – | ﹤0.01% | 2133 |
|
|
2021
Q2 | $30K | Buy |
+685
| New | +$30K | ﹤0.01% | 4217 |
|