SWA
SOA Wealth Advisors’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 | $195K | Sell |
1,034
-31,231
| -97% | -$5.89M | 0.04% | 198 |
|
|
2025
Q1 | $190K | Buy |
32,265
+31,231
| +3,020% | +$183K | 0.04% | 193 |
|
|
2024
Q4 | $150K | Hold |
1,034
| – | – | 0.03% | 213 |
|
|
2024
Q3 | $155K | Hold |
1,034
| – | – | 0.03% | 209 |
|
|
2024
Q2 | $137K | Hold |
1,034
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $136K | Hold |
1,034
| – | – | 0.03% | 216 |
|
|
2023
Q4 | $131K | Hold |
1,034
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $110K | Hold |
1,034
| – | – | 0.03% | 217 |
|
|
2023
Q2 | $121K | Hold |
1,034
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $119K | Buy |
1,034
+346
| +50% | +$39.8K | 0.03% | 210 |
|
|
2022
Q4 | $77K | Hold |
688
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $62K | Hold |
688
| – | – | 0.02% | 238 |
|
|
2022
Q2 | $68K | Buy |
688
+390
| +131% | +$38.5K | 0.02% | 234 |
|
|
2022
Q1 | $33K | Buy |
+298
| New | +$33K | 0.01% | 373 |
|