SFMG Wealth 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 | $852K | Hold |
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|
2025
Q1 | $691K | Hold |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $241K | Hold |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $204K | Buy |
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