RFWA
RPg Family Wealth Advisory’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 | $2.59M | Buy |
13,729
+57
| +0.4% | +$10.8K | 0.69% | 61 |
|
|
2025
Q1 | $2.09M | Buy |
+13,672
| New | +$2.09M | 0.6% | 56 |
|
|
2024
Q3 | – | Sell |
-8,154
| Closed | -$1.08M | – | 92 |
|
|
2024
Q2 | $1.08M | Buy |
8,154
+309
| +4% | +$40.8K | 0.35% | 70 |
|
|
2024
Q1 | $1.03M | Buy |
7,845
+1,848
| +31% | +$244K | 0.33% | 72 |
|
|
2023
Q4 | $759K | Buy |
5,997
+260
| +5% | +$32.9K | 0.28% | 75 |
|
|
2023
Q3 | $609K | Buy |
5,737
+350
| +6% | +$37.2K | 0.25% | 75 |
|
|
2023
Q2 | $629K | Buy |
5,387
+2,791
| +108% | +$326K | 0.25% | 75 |
|
|
2023
Q1 | $299K | Buy |
+2,596
| New | +$299K | 0.16% | 87 |
|