CWMGO
ITA icon

Capstone Wealth Management Group (Oregon)’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
$4.14M Buy
21,959
+220
+1% +$41.5K 3.01% 9
2025
Q1
$3.33M Sell
21,739
-810
-4% -$124K 2.66% 10
2024
Q4
$3.28M Buy
+22,549
New +$3.28M 2.49% 11