AWM
Accurate 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 | $7.17M | Buy |
+37,989
| New | +$7.17M | 1.1% | 14 |
|
|
2024
Q3 | – | Sell |
-45,422
| Closed | -$6.08M | – | 383 |
|
|
2024
Q2 | $6.08M | Buy |
+45,422
| New | +$6.08M | 1.46% | 11 |
|
|
2024
Q1 | – | Sell |
-59,336
| Closed | -$7.21M | – | 297 |
|
|
2023
Q4 | $7.21M | Buy |
+59,336
| New | +$7.21M | 2.24% | 6 |
|
|
2023
Q2 | – | Sell |
-1,815
| Closed | -$210K | – | 279 |
|
|
2023
Q1 | $210K | Buy |
1,815
+1,591
| +710% | +$184K | 0.07% | 236 |
|
|
2022
Q4 | $25.1K | Buy |
+224
| New | +$25.1K | 0.01% | 618 |
|