LA
LM Advisors’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 | $757K | Hold |
4,015
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $615K | Buy |
4,015
+32
| +0.8% | +$4.9K | 0.11% | 139 |
|
|
2024
Q4 | $579K | Hold |
3,983
| – | – | 0.1% | 127 |
|
|
2024
Q3 | $596K | Buy |
3,983
+140
| +4% | +$20.9K | 0.12% | 108 |
|
|
2024
Q2 | $507K | Buy |
3,843
+76
| +2% | +$10K | ﹤0.01% | 130 |
|
|
2024
Q1 | $497K | Buy |
3,767
+684
| +22% | +$90.2K | 0.08% | 138 |
|
|
2023
Q4 | $390K | Buy |
+3,083
| New | +$390K | 0.08% | 136 |
|