BWM
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Bernard Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bernard Wealth Management’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$80.2K Buy
425
+100
+31% +$18.9K 0.04% 102
2025
Q1 		$49.8K Hold
325
– – 0.02% 121
2024
Q4 		$47.2K Buy
+325
New +$47.2K 0.02% 127