JWM
Jupiter 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 | $2.31M | Buy |
11,749
+200
| +2% | +$39.4K | 1.17% | 21 |
|
|
2025
Q1 | $2M | Sell |
11,549
-1,291
| -10% | -$224K | 1.21% | 22 |
|
|
2024
Q4 | $1.87M | Hold |
12,840
| – | – | 0.94% | 29 |
|
|
2024
Q3 | $1.92M | Buy |
12,840
+1,200
| +10% | +$180K | 0.98% | 30 |
|
|
2024
Q2 | $1.67M | Buy |
11,640
+140
| +1% | +$20K | 0.88% | 34 |
|
|
2024
Q1 | $1.54M | Buy |
11,500
+800
| +7% | +$107K | 0.82% | 33 |
|
|
2023
Q4 | $1.35M | Hold |
10,700
| – | – | 0.8% | 30 |
|
|
2023
Q3 | $1.22M | Buy |
+10,700
| New | +$1.22M | 0.79% | 32 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$507K | – | 81 |
|
|
2019
Q4 | $507K | Buy |
+2,200
| New | +$507K | 0.25% | 56 |
|