MWM
MGB 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 | $664K | Sell |
3,524
-781
| -18% | -$147K | 0.22% | 96 |
|
|
2025
Q1 | $659K | Sell |
4,305
-2
| -0% | -$306 | 0.24% | 100 |
|
|
2024
Q4 | $627K | Hold |
4,307
| – | – | 0.19% | 95 |
|
|
2024
Q3 | $641K | Hold |
4,307
| – | – | 0.23% | 93 |
|
|
2024
Q2 | $575K | Buy |
4,307
+45
| +1% | +$6.01K | 0.22% | 105 |
|
|
2024
Q1 | $562K | Hold |
4,262
| – | – | 0.23% | 105 |
|
|
2023
Q4 | $540K | Buy |
+4,262
| New | +$540K | 0.27% | 102 |
|