Charter Oak Capital Management’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
Q3 | $952K | Buy |
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|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $638K | Buy |
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|
2024
Q3 | $656K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $147K | Buy |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $10K | Buy |
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