Heritage Wealth Advisors’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 | $11.7K | Hold |
62
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $9.49K | Hold |
62
| – | – | ﹤0.01% | 422 |
|
|
2024
Q4 | $9.01K | Hold |
62
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $9.28K | Hold |
62
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $8.19K | Hold |
62
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $8.18K | Sell |
62
-40
| -39% | -$5.28K | ﹤0.01% | 447 |
|
|
2023
Q4 | $12.9K | Sell |
102
-60
| -37% | -$7.6K | ﹤0.01% | 439 |
|
|
2023
Q3 | $17.2K | Sell |
162
-510
| -76% | -$54K | ﹤0.01% | 391 |
|
|
2023
Q2 | $78.4K | Buy |
672
+655
| +3,853% | +$76.4K | ﹤0.01% | 277 |
|
|
2023
Q1 | $1.96K | Buy |
+17
| New | +$1.96K | ﹤0.01% | 518 |
|
|
2020
Q1 | – | Sell |
-110
| Closed | -$12.2K | – | 513 |
|
|
2019
Q4 | $12.2K | Sell |
110
-30
| -21% | -$3.33K | ﹤0.01% | 410 |
|
|
2019
Q3 | $15K | Hold |
140
| – | – | ﹤0.01% | 365 |
|
|
2019
Q2 | $15K | Buy |
140
+30
| +27% | +$3.21K | ﹤0.01% | 361 |
|
|
2019
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 355 |
|
|
2018
Q4 | $9K | Sell |
110
-150
| -58% | -$12.3K | ﹤0.01% | 315 |
|
|
2018
Q3 | $28K | Buy |
+260
| New | +$28K | 0.01% | 243 |
|