Kingswood Wealth Advisors’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 | $974K | Buy |
5,162
+1,210
| +31% | +$228K | 0.08% | 266 |
|
|
2025
Q1 | $605K | Sell |
3,952
-2,854
| -42% | -$437K | 0.06% | 350 |
|
|
2024
Q4 | $989K | Buy |
6,806
+2,923
| +75% | +$425K | 0.07% | 272 |
|
|
2024
Q3 | $581K | Sell |
3,883
-198
| -5% | -$29.6K | 0.04% | 421 |
|
|
2024
Q2 | $539K | Buy |
4,081
+1,442
| +55% | +$190K | 0.05% | 366 |
|
|
2024
Q1 | $348K | Buy |
2,639
+734
| +39% | +$96.8K | 0.04% | 438 |
|
|
2023
Q4 | $241K | Sell |
1,905
-225
| -11% | -$28.5K | 0.03% | 531 |
|
|
2023
Q3 | $226K | Buy |
+2,130
| New | +$226K | 0.04% | 367 |
|