Heritage 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
Q2 | $11.7K | Hold |
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2025
Q1 | $9.49K | Hold |
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|
2024
Q4 | $9.01K | Hold |
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|
2024
Q3 | $9.28K | Hold |
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|
2024
Q2 | $8.19K | Hold |
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|
2024
Q1 | $8.18K | Sell |
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|
2023
Q4 | $12.9K | Sell |
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|
2023
Q3 | $17.2K | Sell |
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|
2023
Q2 | $78.4K | Buy |
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|
2023
Q1 | $1.96K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $12.2K | Sell |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $28K | Buy |
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