CIA
Concurrent Investment Advisors’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 | $5.09M | Buy |
26,997
+7,324
| +37% | +$1.38M | 0.1% | 217 |
|
|
2025
Q1 | $3.01M | Buy |
19,673
+7,179
| +57% | +$1.1M | 0.07% | 276 |
|
|
2024
Q4 | $1.82M | Buy |
12,494
+2,882
| +30% | +$419K | 0.05% | 344 |
|
|
2024
Q3 | $1.44M | Buy |
9,612
+1,714
| +22% | +$256K | 0.04% | 383 |
|
|
2024
Q2 | $1.04M | Buy |
7,898
+1,642
| +26% | +$217K | 0.03% | 417 |
|
|
2024
Q1 | $825K | Sell |
6,256
-4,347
| -41% | -$573K | 0.03% | 414 |
|
|
2023
Q4 | $1.34M | Buy |
+10,603
| New | +$1.34M | 0.06% | 282 |
|