HWA
HHM 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 | $42.3K | Hold |
224
| – | – | 0.01% | 401 |
|
|
2025
Q1 | $34.4K | Hold |
224
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $32.6K | Buy |
224
+164
| +273% | +$23.9K | ﹤0.01% | 428 |
|
|
2024
Q3 | $8.98K | Sell |
60
-6
| -9% | -$898 | ﹤0.01% | 581 |
|
|
2024
Q2 | $8.72K | Buy |
66
+6
| +10% | +$792 | ﹤0.01% | 566 |
|
|
2024
Q1 | $7.92K | Hold |
60
| – | – | ﹤0.01% | 562 |
|
|
2023
Q4 | $7.6K | Sell |
60
-25
| -29% | -$3.17K | ﹤0.01% | 561 |
|
|
2023
Q3 | $9.01K | Hold |
85
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $9.92K | Hold |
85
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $9.78K | Buy |
85
+25
| +42% | +$2.88K | ﹤0.01% | 533 |
|
|
2022
Q4 | $6.71K | Hold |
60
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 617 |
|
|
2022
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 537 |
|
|
2021
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 487 |
|