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