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Heritage Wealth Management (Ohio)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$279K Hold
1,480
– – 0.09% 190
2025
Q1 		$227K Sell
1,480
-25
-2% -$3.83K 0.08% 208
2024
Q4 		$219K Hold
1,505
– – 0.07% 214
2024
Q3 		$225K Buy
+1,505
New +$225K 0.07% 210