SSWM
Sheets Smith Wealth Management’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 | $1.96M | Buy |
10,377
+175
| +2% | +$33K | 0.23% | 94 |
|
|
2025
Q1 | $1.56M | Buy |
10,202
+15
| +0.1% | +$2.3K | 0.19% | 116 |
|
|
2024
Q4 | $1.48M | Buy |
10,187
+500
| +5% | +$72.7K | 0.18% | 118 |
|
|
2024
Q3 | $1.45M | Sell |
9,687
-4,520
| -32% | -$676K | 0.18% | 123 |
|
|
2024
Q2 | $1.88M | Buy |
14,207
+75
| +0.5% | +$9.9K | 0.22% | 106 |
|
|
2024
Q1 | $1.86M | Buy |
+14,132
| New | +$1.86M | 0.21% | 105 |
|
|
2023
Q4 | – | Sell |
-22
| Closed | -$2.34K | – | 422 |
|
|
2023
Q3 | $2.34K | Buy |
+22
| New | +$2.34K | ﹤0.01% | 475 |
|