Surience Private Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.7M	Buy	+67,127	New	+$12.7M	11.9%	2
2023 Q2	–	Sell	-96,614	Closed	-$11.1M	–	32
2023 Q1	$11.1M	Buy	+96,614	New	+$11.1M	16.38%	2