Elevate Wealth Advisory’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 | $418K | Buy |
2,217
+412
| +23% | +$77.7K | 0.3% | 50 |
|
2025
Q1 | $276K | Buy |
1,805
+1,299
| +257% | +$199K | 0.2% | 62 |
|
2024
Q4 | $73.5K | Hold |
506
| – | – | 0.06% | 81 |
|
2024
Q3 | $75.7K | Hold |
506
| – | – | 0.06% | 85 |
|
2024
Q2 | $66.8K | Sell |
506
-317
| -39% | -$41.9K | 0.05% | 80 |
|
2024
Q1 | $109K | Buy |
+823
| New | +$109K | 0.09% | 67 |
|