Kingswood Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.35M Buy
2025
Q2
$974K Buy
2025
Q1
$605K Sell
2024
Q4
$989K Buy
2024
Q3
$581K Sell
2024
Q2
$539K Buy
2024
Q1
$348K Buy
2023
Q4
$241K Sell
2023
Q3
$226K Buy