DWAM
Duncan Williams Asset Management’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 | $478K | Buy |
2,533
+1
| +0% | +$189 | 0.15% | 93 |
|
|
2025
Q1 | $388K | Hold |
2,532
| – | – | 0.14% | 94 |
|
|
2024
Q4 | $368K | Sell |
2,532
-223
| -8% | -$32.4K | 0.14% | 103 |
|
|
2024
Q3 | $412K | Sell |
2,755
-55
| -2% | -$8.23K | 0.23% | 76 |
|
|
2024
Q2 | $371K | Buy |
2,810
+36
| +1% | +$4.75K | 0.31% | 49 |
|
|
2024
Q1 | $366K | Buy |
+2,774
| New | +$366K | 0.33% | 50 |
|