Patriot Financial Group Insurance Agency’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
Q3 | $682K | Buy |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $157K | Sell |
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|
2020
Q3 | $137K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $284K | Buy |
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|
2019
Q4 | $430K | Buy |
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|
2019
Q3 | $431K | Buy |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $370K | Buy |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $597K | Buy |
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|
2017
Q3 | $462K | Buy |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $126K | Buy |
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