HCR Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
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|
2025
Q2 | $418K | Hold |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $335K | Buy |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $713K | Buy |
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|
2020
Q3 | $490K | Buy |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $646K | Buy |
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|
2019
Q3 | $605K | Buy |
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|
2019
Q2 | $584K | Sell |
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|
2019
Q1 | $735K | Sell |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.24M | Sell |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $429K | Buy |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $327K | Buy |
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|
2016
Q4 | $296K | Buy |
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