IWA
Icon 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 | $243K | Buy |
1,288
+1
| +0.1% | +$189 | 0.02% | 342 |
|
2025
Q1 | $197K | Sell |
1,287
-33
| -3% | -$5.05K | 0.02% | 355 |
|
2024
Q4 | $192K | Sell |
1,320
-13
| -1% | -$1.89K | 0.02% | 374 |
|
2024
Q3 | $199K | Sell |
1,333
-870
| -39% | -$130K | 0.02% | 358 |
|
2024
Q2 | $315K | Buy |
2,203
+927
| +73% | +$133K | 0.03% | 275 |
|
2024
Q1 | $168K | Buy |
+1,276
| New | +$168K | 0.02% | 367 |
|