Atria Wealth Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.18M	Sell	16,881 -15,303	-48%	-$2.54M	0.07%	301
2025 Q1	$4.93M	Sell	32,184 -7,621	-19%	-$1.16M	0.06%	341
2024 Q4	$5.79M	Sell	39,805 -2,147	-5%	-$323K	0.06%	320
2024 Q3	$6.28M	Sell	41,952 -2,483	-6%	-$350K	0.07%	292
2024 Q2	$5.87M	Sell	44,435 -4,624	-9%	-$613K	0.07%	299
2024 Q1	$6.47M	Buy	49,059 +1,805	+4%	+$226K	0.07%	277
2023 Q4	$5.98M	Buy	47,254 +5,938	+14%	+$686K	0.08%	262
2023 Q3	$4.39M	Sell	41,316 -9,054	-18%	-$1.03M	0.06%	320
2023 Q2	$5.88M	Buy	50,370 +5,574	+12%	+$634K	0.08%	242
2023 Q1	$5.16M	Buy	44,796 +11,602	+35%	+$1.32M	0.08%	257
2022 Q4	$3.71M	Buy	33,194 +3,277	+11%	+$349K	0.06%	326
2022 Q3	$2.73M	Buy	29,917 +27,076	+953%	+$2.74M	0.05%	380
2022 Q2	$282K	Sell	2,841 -9,258	-77%	-$953K	0.01%	1245
2022 Q1	$1.34M	Buy	+12,099	New	+$1.29M	0.02%	616