Octavia Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
|
|||||
|
2025
Q1 | $419K | Sell |
|
|||||
|
2024
Q4 | $398K | Sell |
|
|||||
|
2024
Q3 | $414K | Hold |
|
|||||
|
2024
Q2 | $366K | Buy |
|
|||||
|
2024
Q1 | $356K | Sell |
|
|||||
|
2023
Q4 | $358K | Sell |
|
|||||
|
2023
Q3 | $301K | Buy |
|
|||||
|
2023
Q2 | $330K | Buy |
|
|||||
|
2023
Q1 | $324K | Hold |
|
|||||
|
2022
Q4 | $315K | Buy |
|
|||||
|
2022
Q3 | $258K | Hold |
|
|||||
|
2022
Q2 | $280K | Sell |
|
|||||
|
2022
Q1 | $321K | Buy |
|
|||||
|
2021
Q4 | $288K | Sell |
|
|||||
|
2021
Q3 | $309K | Sell |
|
|||||
|
2021
Q2 | $349K | Sell |
|
|||||
|
2021
Q1 | $356K | Sell |
|
|||||
|
2020
Q4 | $371K | Buy |
|