Sequoia Financial 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
$818K Buy
2025
Q1
$485K Buy
2024
Q4
$368K Buy
2024
Q3
$377K Sell
2024
Q2
$349K Sell
2024
Q1
$378K Sell
2023
Q4
$366K Sell
2023
Q3
$336K Buy
2023
Q2
$366K Buy
2023
Q1
$361K Buy
2022
Q4
$241K Buy
2018
Q2
Sell
2018
Q1
$405K Sell
2017
Q4
$389K Hold
2017
Q3
$369K Buy