AWM
Ameliora 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 | $794K | Buy |
4,210
+100
| +2% | +$18.9K | 0.28% | 52 |
|
|
2025
Q1 | $629K | Sell |
4,110
-105
| -2% | -$16.1K | 0.24% | 55 |
|
|
2024
Q4 | $613K | Buy |
+4,215
| New | +$613K | 0.23% | 54 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$55.9K | – | 238 |
|
|
2022
Q4 | $55.9K | Hold |
500
| – | – | 0.03% | 138 |
|
|
2022
Q3 | $46K | Buy |
+500
| New | +$46K | 0.02% | 142 |
|