EverSource Wealth 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 | $437K | Buy |
2,316
+7
| +0.3% | +$1.32K | 0.02% | 511 |
|
|
2025
Q1 | $353K | Sell |
2,309
-19
| -0.8% | -$2.91K | 0.02% | 469 |
|
|
2024
Q4 | $338K | Buy |
2,328
+28
| +1% | +$4.07K | 0.02% | 472 |
|
|
2024
Q3 | $344K | Sell |
2,300
-359
| -14% | -$53.7K | 0.02% | 411 |
|
|
2024
Q2 | $381K | Buy |
2,659
+183
| +7% | +$26.2K | 0.03% | 372 |
|
|
2024
Q1 | $322K | Buy |
2,476
+1,725
| +230% | +$224K | 0.03% | 360 |
|
|
2023
Q4 | $95.1K | Sell |
751
-49
| -6% | -$6.2K | 0.01% | 658 |
|
|
2023
Q3 | $84.8K | Hold |
800
| – | – | 0.01% | 630 |
|
|
2023
Q2 | $93.3K | Sell |
800
-113
| -12% | -$13.2K | 0.01% | 603 |
|
|
2023
Q1 | $105K | Buy |
913
+863
| +1,726% | +$99.3K | 0.01% | 531 |
|
|
2022
Q4 | $5.59K | Buy |
+50
| New | +$5.59K | ﹤0.01% | 1557 |
|