MGIA
Moneta Group Investment 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
Q1 | – | Sell |
-2,369
| Closed | -$344K | – | 685 |
|
2024
Q4 | $344K | Buy |
+2,369
| New | +$344K | ﹤0.01% | 503 |
|
2024
Q3 | – | Sell |
-1,619
| Closed | -$214K | – | 658 |
|
2024
Q2 | $214K | Sell |
1,619
-867
| -35% | -$114K | ﹤0.01% | 564 |
|
2024
Q1 | $328K | Buy |
+2,486
| New | +$328K | 0.01% | 458 |
|
2018
Q2 | – | Sell |
-125
| Closed | -$25K | – | 510 |
|
2018
Q1 | $25K | Buy |
+125
| New | +$25K | ﹤0.01% | 370 |
|