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Marshall & Sterling Wealth 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
$2.08M Sell
11,090
-289
-3% -$54.1K 1.41% 19
2025
Q1
$1.74M Sell
11,379
-396
-3% -$60.7K 1.18% 24
2024
Q4
$1.71M Buy
+11,775
New +$1.71M 1.18% 23