Independent Advisor Alliance’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Buy |
+7,618
| New | +$1.44M | 0.04% | 342 |
|
2025
Q1 | – | Sell |
-8,890
| Closed | -$1.29M | – | 1094 |
|
2024
Q4 | $1.29M | Buy |
+8,890
| New | +$1.29M | 0.02% | 641 |
|
2021
Q3 | – | Sell |
-3,216
| Closed | -$352K | – | 653 |
|
2021
Q2 | $352K | Hold |
3,216
| – | – | 0.02% | 473 |
|
2021
Q1 | $335K | Buy |
+3,216
| New | +$335K | 0.02% | 465 |
|
2020
Q1 | – | Sell |
-27,354
| Closed | -$3.04M | – | 617 |
|
2019
Q4 | $3.04M | Buy |
27,354
+25,500
| +1,375% | +$2.83M | 0.13% | 172 |
|
2019
Q3 | $210K | Buy |
+1,854
| New | +$210K | 0.03% | 412 |
|
2017
Q2 | – | Sell |
-8,150
| Closed | -$601K | – | 312 |
|
2017
Q1 | $601K | Buy |
+8,150
| New | +$601K | 0.1% | 214 |
|