IWA
IBEX 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 | $918K | Buy |
+4,866
| New | +$918K | 0.1% | 110 |
|
|
2025
Q1 | – | Sell |
-10,965
| Closed | -$1.59M | – | 165 |
|
|
2024
Q4 | $1.59M | Buy |
+10,965
| New | +$1.59M | 0.19% | 91 |
|
|
2023
Q1 | – | Sell |
-4,791
| Closed | -$536K | – | 125 |
|
|
2022
Q4 | $536K | Sell |
4,791
-154
| -3% | -$17.2K | 0.12% | 120 |
|
|
2022
Q3 | $451K | Sell |
4,945
-3,131
| -39% | -$286K | 0.12% | 109 |
|
|
2022
Q2 | $801K | Buy |
+8,076
| New | +$801K | 0.18% | 98 |
|
|
2021
Q4 | – | Sell |
-410
| Closed | -$43K | – | 312 |
|
|
2021
Q3 | $43K | Buy |
+410
| New | +$43K | 0.01% | 281 |
|
|
2019
Q3 | – | Sell |
-202
| Closed | -$43K | – | 210 |
|
|
2019
Q2 | $43K | Buy |
+202
| New | +$43K | 0.01% | 231 |
|
|
2017
Q1 | – | Sell |
-565
| Closed | -$80K | – | 219 |
|
|
2016
Q4 | $80K | Buy |
+565
| New | +$80K | 0.04% | 155 |
|