FWA
FOCUS 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 | $6.84M | Sell |
36,253
-137
| -0.4% | -$25.8K | 3.55% | 7 |
|
2025
Q1 | $5.57M | Sell |
36,390
-804
| -2% | -$123K | 3.08% | 8 |
|
2024
Q4 | $5.41M | Sell |
37,194
-281
| -0.7% | -$40.8K | 2.87% | 11 |
|
2024
Q3 | $5.61M | Sell |
37,475
-241
| -0.6% | -$36.1K | 2.8% | 10 |
|
2024
Q2 | $4.98M | Buy |
37,716
+1,632
| +5% | +$216K | 2.56% | 10 |
|
2024
Q1 | $4.76M | Buy |
36,084
+1,432
| +4% | +$189K | 2.55% | 10 |
|
2023
Q4 | $4.39M | Buy |
34,652
+6
| +0% | +$760 | 2.78% | 9 |
|
2023
Q3 | $3.67M | Sell |
34,646
-176
| -0.5% | -$18.7K | 2.55% | 11 |
|
2023
Q2 | $4.06M | Buy |
+34,822
| New | +$4.06M | 2.75% | 10 |
|