EWM
Evermay Wealth 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 | $113K | Sell |
598
-70
| -10% | -$13.2K | 0.01% | 251 |
|
|
2025
Q1 | $102K | Sell |
668
-275
| -29% | -$42.1K | 0.01% | 257 |
|
|
2024
Q4 | $137K | Hold |
943
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $141K | Hold |
943
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $125K | Sell |
943
-160
| -15% | -$21.1K | 0.02% | 245 |
|
|
2024
Q1 | $146K | Hold |
1,103
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $140K | Hold |
1,103
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $117K | Hold |
1,103
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $129K | Hold |
1,103
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $127K | Buy |
+1,103
| New | +$127K | 0.03% | 215 |
|