Private Client Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2,805
+1,057
+60% +$199K 0.21% 102
2025
Q1
$268K Buy
+1,748
New +$268K 0.13% 146
2024
Q1
Sell
-5,141
Closed -$651K 137
2023
Q4
$651K Buy
+5,141
New +$651K 0.53% 61