IWN
Independent Wealth Network’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 | $1.4M | Buy |
7,399
+206
| +3% | +$38.9K | 0.51% | 47 |
|
|
2025
Q1 | $1.1M | Buy |
7,193
+547
| +8% | +$83.7K | 0.44% | 60 |
|
|
2024
Q4 | $966K | Buy |
6,646
+398
| +6% | +$57.8K | 0.39% | 67 |
|
|
2024
Q3 | $935K | Buy |
6,248
+146
| +2% | +$21.8K | 0.41% | 64 |
|
|
2024
Q2 | $806K | Sell |
6,102
-181
| -3% | -$23.9K | 0.38% | 72 |
|
|
2024
Q1 | $829K | Buy |
6,283
+176
| +3% | +$23.2K | 0.39% | 67 |
|
|
2023
Q4 | $773K | Buy |
6,107
+16
| +0.3% | +$2.03K | 0.41% | 64 |
|
|
2023
Q3 | $645K | Buy |
6,091
+1,208
| +25% | +$128K | 0.4% | 63 |
|
|
2023
Q2 | $570K | Buy |
4,883
+190
| +4% | +$22.2K | 0.34% | 74 |
|
|
2023
Q1 | $540K | Buy |
4,693
+186
| +4% | +$21.4K | 0.35% | 67 |
|
|
2022
Q4 | $504K | Buy |
4,507
+136
| +3% | +$15.2K | 0.34% | 66 |
|
|
2022
Q3 | $399K | Sell |
4,371
-80
| -2% | -$7.3K | 0.31% | 81 |
|
|
2022
Q2 | $441K | Buy |
4,451
+9
| +0.2% | +$892 | 0.32% | 81 |
|
|
2022
Q1 | $492K | Sell |
4,442
-15
| -0.3% | -$1.66K | 0.31% | 88 |
|
|
2021
Q4 | $458K | Hold |
4,457
| – | – | 0.28% | 99 |
|
|
2021
Q3 | $470K | Buy |
+4,457
| New | +$470K | 0.31% | 98 |
|