Number of Shares
318,390.00
Current Holdings Value*
$14.96 Mil
% of Portfolio
0.68%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
16.10%

Wharton Business Group, LLC's iShares Cybersecurity and Tech ETF Holding Summary

As of 2025-03-31, Wharton Business Group, LLC held 318,390.00 shares of iShares Cybersecurity and Tech ETF(IHAK), totaling $14.96 Mil. This investment constitutes 0.68% of their stock portfolio, and Wharton Business Group, LLC now holds 1.68% of the outstanding iShares Cybersecurity and Tech ETF(IHAK) stock.

The initial trade took place in 2021Q2. And since then Wharton Business Group, LLC has made 11 purchases of IHAK, at an average price of $42.55, for a total of 379,011.00 shares. In addition, there have been 5 sales at an average price of $35.76 for 60,621.00 shares. Based on historical transaction data and IHAK's current price of $52.00, Wharton Business Group, LLC's estimated gain on his IHAK holdings is $2.60 Mil, reflecting a 16.10% gain to date.

Wharton Business Group, LLC IHAK ($52.00) Holding Chart

Wharton Business Group, LLC IHAK ($52.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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