MWA
Muirfield 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 | $681K | Sell |
3,610
-528
| -13% | -$99.6K | 0.54% | 38 |
|
2025
Q1 | $633K | Sell |
4,138
-1,985
| -32% | -$304K | 0.54% | 39 |
|
2024
Q4 | $890K | Sell |
6,123
-458
| -7% | -$66.6K | 0.73% | 33 |
|
2024
Q3 | $985K | Sell |
6,581
-623
| -9% | -$93.2K | 0.84% | 29 |
|
2024
Q2 | $951K | Buy |
7,204
+171
| +2% | +$22.6K | 0.89% | 28 |
|
2024
Q1 | $928K | Buy |
7,033
+502
| +8% | +$66.2K | 0.89% | 31 |
|
2023
Q4 | $827K | Buy |
+6,531
| New | +$827K | 0.88% | 28 |
|