AWM
Accel Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
18,753
+670
| +4% | +$126K | 1.18% | 17 |
|
|
2025
Q1 | $2.77M | Buy |
18,083
+720
| +4% | +$110K | 1% | 20 |
|
|
2024
Q4 | $2.52M | Buy |
17,363
+493
| +3% | +$71.7K | 0.96% | 24 |
|
|
2024
Q3 | $2.52M | Buy |
16,870
+187
| +1% | +$28K | 0.94% | 24 |
|
|
2024
Q2 | $2.2M | Buy |
16,683
+1,937
| +13% | +$256K | 0.88% | 30 |
|
|
2024
Q1 | $1.95M | Buy |
14,746
+2,039
| +16% | +$269K | 0.83% | 33 |
|
|
2023
Q4 | $1.61M | Buy |
12,707
+1,915
| +18% | +$242K | 0.81% | 35 |
|
|
2023
Q3 | $1.14M | Buy |
10,792
+1,238
| +13% | +$131K | 0.64% | 44 |
|
|
2023
Q2 | $1.11M | Buy |
9,554
+5,004
| +110% | +$584K | 0.61% | 48 |
|
|
2023
Q1 | $524K | Buy |
+4,550
| New | +$524K | 0.21% | 104 |
|