SHFA
SS&H Financial 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 | $1.83M | Sell |
9,675
-3,000
| -24% | -$566K | 0.61% | 43 |
|
|
2025
Q1 | $1.94M | Hold |
12,675
| – | – | 0.72% | 38 |
|
|
2024
Q4 | $1.84M | Hold |
12,675
| – | – | 0.67% | 40 |
|
|
2024
Q3 | $1.9M | Hold |
12,675
| – | – | 0.69% | 39 |
|
|
2024
Q2 | $1.67M | Hold |
12,675
| – | – | 0.65% | 40 |
|
|
2024
Q1 | $1.67M | Hold |
12,675
| – | – | 0.7% | 42 |
|
|
2023
Q4 | $1.61M | Buy |
+12,675
| New | +$1.61M | 0.68% | 42 |
|
|
2023
Q1 | $219K | Hold |
1,900
| – | – | 0.1% | 117 |
|
|
2022
Q4 | $213K | Buy |
+1,900
| New | +$213K | 0.1% | 113 |
|