Blue Bell Private Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.2K Hold
123
﹤0.01% 455
2025
Q1
$18.8K Buy
+123
New +$18.8K ﹤0.01% 467
2022
Q2
Sell
-154
Closed -$17K 843
2022
Q1
$17K Hold
154
﹤0.01% 338
2021
Q4
$16K Hold
154
﹤0.01% 329
2021
Q3
$16K Hold
154
﹤0.01% 135
2021
Q2
$17K Hold
154
0.01% 139
2021
Q1
$16K Hold
154
﹤0.01% 131
2020
Q4
$10K Hold
154
﹤0.01% 136
2020
Q3
$12K Sell
154
-58
-27% -$4.52K ﹤0.01% 134
2020
Q2
$20K Hold
212
0.01% 135
2020
Q1
$15K Buy
+212
New +$15K 0.01% 130