SageView Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,746
| Closed | -$693K | – | 624 |
|
|
2024
Q1 | $693K | Buy |
+6,746
| New | +$693K | 0.04% | 258 |
|
|
2023
Q4 | – | Sell |
-2,327
| Closed | -$247K | – | 694 |
|
|
2023
Q3 | $247K | Buy |
2,327
+79
| +4% | +$8.37K | 0.01% | 464 |
|
|
2023
Q2 | $262K | Buy |
+2,248
| New | +$262K | 0.01% | 473 |
|