IWM
IHT Wealth Management’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 | $1.1M | Sell |
5,842
-380
| -6% | -$71.7K | 0.03% | 471 |
|
|
2025
Q1 | $953K | Buy |
6,222
+356
| +6% | +$54.5K | 0.03% | 492 |
|
|
2024
Q4 | $853K | Buy |
5,866
+2,446
| +72% | +$356K | 0.03% | 508 |
|
|
2024
Q3 | $513K | Buy |
3,420
+628
| +22% | +$94.2K | 0.01% | 715 |
|
|
2024
Q2 | $369K | Buy |
2,792
+16
| +0.6% | +$2.11K | 0.01% | 731 |
|
|
2024
Q1 | $366K | Sell |
2,776
-12
| -0.4% | -$1.58K | 0.01% | 728 |
|
|
2023
Q4 | $353K | Buy |
+2,788
| New | +$353K | 0.02% | 706 |
|
|
2021
Q4 | – | Sell |
-2,029
| Closed | -$212K | – | 830 |
|
|
2021
Q3 | $212K | Sell |
2,029
-15
| -0.7% | -$1.57K | 0.02% | 718 |
|
|
2021
Q2 | $224K | Buy |
2,044
+81
| +4% | +$8.88K | 0.01% | 823 |
|
|
2021
Q1 | $204K | Sell |
1,963
-160
| -8% | -$16.6K | 0.01% | 772 |
|
|
2020
Q4 | $201K | Buy |
+2,123
| New | +$201K | 0.02% | 688 |
|
|
2020
Q3 | – | Sell |
-1,280
| Closed | -$211K | – | 675 |
|
|
2020
Q2 | $211K | Sell |
1,280
-3,063
| -71% | -$505K | 0.03% | 510 |
|
|
2020
Q1 | $625K | Buy |
4,343
+302
| +7% | +$43.5K | 0.09% | 240 |
|
|
2019
Q4 | $897K | Sell |
4,041
-66
| -2% | -$14.7K | 0.11% | 220 |
|
|
2019
Q3 | $923K | Sell |
4,107
-2,330
| -36% | -$524K | 0.13% | 190 |
|
|
2019
Q2 | $1.38M | Sell |
6,437
-4,003
| -38% | -$858K | 0.2% | 120 |
|
|
2019
Q1 | $2.08M | Buy |
10,440
+1,693
| +19% | +$338K | 0.35% | 69 |
|
|
2018
Q4 | $1.51M | Buy |
8,747
+1,341
| +18% | +$232K | 0.29% | 94 |
|
|
2018
Q3 | $1.6M | Sell |
7,406
-18
| -0.2% | -$3.9K | 0.35% | 73 |
|
|
2018
Q2 | $1.43M | Buy |
7,424
+1,840
| +33% | +$354K | 0.37% | 68 |
|
|
2018
Q1 | $1.09M | Buy |
5,584
+377
| +7% | +$73.5K | 0.29% | 80 |
|
|
2017
Q4 | $1M | Buy |
5,207
+4,226
| +431% | +$815K | 0.27% | 96 |
|
|
2017
Q3 | $179K | Buy |
981
+448
| +84% | +$81.7K | 0.08% | 263 |
|
|
2017
Q2 | $62 | Buy |
533
+487
| +1,059% | +$57 | 0.03% | 459 |
|
|
2017
Q1 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 908 |
|