AWM
Avondale 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 | $1.11M | Sell |
5,900
-500
| -8% | -$94.3K | 0.62% | 24 |
|
|
2025
Q1 | $980K | Sell |
6,400
-650
| -9% | -$99.5K | 0.62% | 26 |
|
|
2024
Q4 | $1.02M | Buy |
7,050
+3,175
| +82% | +$461K | 0.66% | 23 |
|
|
2024
Q3 | $580K | Buy |
3,875
+675
| +21% | +$101K | 0.38% | 28 |
|
|
2024
Q2 | $423K | Buy |
+3,200
| New | +$423K | 0.29% | 32 |
|